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 | $30,186 | $100,852-70.1% | $90,404-66.6% | $158,922-81.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 6.35% | 1724.20%-1717.9pp | 1293.02%-1286.7pp | 302.83%-296.5pp |
| Employer contribution / active EE | $1,355 | $3,689-63.3% | $3,262-58.5% | $4,761-71.5% |
| Participant deferral / active EE | $2,619 | $4,348-39.8% | $3,963-33.9% | $5,982-56.2% |
| Admin fee / account holder | $41,576 | $6,501+539.5% | $5,611+641.0% | $11,246+269.7% |