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 | $29,283 | $70,606-58.5% | $53,898-45.7% | $142,382-79.4% |
| Participation rate | 30.4% | 63.7%-33.3pp | 55.0%-24.5pp | 80.1%-49.7pp |
| Annual return | 10.87% | 619.81%-608.9pp | 528.60%-517.7pp | 217.08%-206.2pp |
| Employer contribution / active EE | $762 | $1,202-36.6% | $932-18.2% | $4,299-82.3% |
| Participant deferral / active EE | $0 | $2,364-100.0% | $1,826-100.0% | $6,507-100.0% |
| Admin fee / account holder | $839 | $2,852-70.6% | $2,491-66.3% | $12,624-93.4% |