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 | $33,264 | $72,400-54.1% | $67,502-50.7% | $145,922-77.2% |
| Participation rate | 61.5% | 76.9%-15.3pp | 72.9%-11.3pp | 80.3%-18.7pp |
| Annual return | 15.22% | 7182.46%-7167.2pp | 3512.12%-3496.9pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,040 | $3,069-1.0% | $2,731+11.3% | $4,660-34.8% |
| Participant deferral / active EE | $3,701 | $4,783-22.6% | $4,000-7.5% | $6,688-44.7% |
| Admin fee / account holder | $2,943 | $5,539-46.9% | $3,998-26.4% | $13,397-78.0% |