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 | $39,494 | $81,625-51.6% | $58,482-32.5% | $139,434-71.7% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 9.04% | 7404.20%-7395.2pp | 4239.32%-4230.3pp | 372.94%-363.9pp |
| Employer contribution / active EE | $461 | $1,398-67.0% | $1,053-56.2% | $4,751-90.3% |
| Participant deferral / active EE | $1,320 | $2,557-48.4% | $1,924-31.4% | $6,710-80.3% |
| Admin fee / account holder | $4,102 | $3,265+25.6% | $2,516+63.0% | $11,403-64.0% |