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 | $45,659 | $109,817-58.4% | $98,442-53.6% | $167,490-72.7% |
| Participation rate | 10.0% | 75.8%-65.8pp | 73.3%-63.3pp | 82.1%-72.1pp |
| Annual return | 19.99% | 1956.69%-1936.7pp | 1492.73%-1472.7pp | 478.56%-458.6pp |
| Employer contribution / active EE | $825 | $3,224-74.4% | $2,960-72.1% | $4,837-82.9% |
| Participant deferral / active EE | $1,950 | $4,673-58.3% | $4,276-54.4% | $6,341-69.2% |
| Admin fee / account holder | $530 | $6,753-92.2% | $5,949-91.1% | $12,309-95.7% |