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 9-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 | $34,360 | $85,202-59.7% | $172,739-80.1% | $72,985-52.9% |
| Participation rate | 5.9% | 70.1%-64.2pp | 82.6%-76.8pp | 69.5%-63.6pp |
| Annual return | 26.99% | 27.32%-0.3pp | 802.84%-775.9pp | 81.00%-54.0pp |
| Employer contribution / active EE | $1,031 | $3,324-69.0% | $5,143-80.0% | $2,440-57.8% |
| Participant deferral / active EE | $3,130 | $3,260-4.0% | $5,198-39.8% | $3,607-13.2% |
| Admin fee / account holder | $1,340 | $5,884-77.2% | $13,954-90.4% | $5,124-73.9% |