See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,176 | $81,625-59.4% | $58,482-43.3% | $139,434-76.2% |
| Participation rate | 45.0% | 61.3%-16.3pp | 50.9%-5.9pp | 80.3%-35.3pp |
| Annual return | 15.90% | 7404.20%-7388.3pp | 4239.32%-4223.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,272 | $2,557-50.3% | $1,924-33.9% | $6,710-81.1% |
| Admin fee / account holder | $2,641 | $3,265-19.1% | $2,516+5.0% | $11,403-76.8% |