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 | $71,518 | $102,604-30.3% | $86,188-17.0% | $139,434-48.7% |
| Participation rate | 65.2% | 74.5%-9.3pp | 69.0%-3.7pp | 80.3%-15.1pp |
| Annual return | 10.43% | 1922.51%-1912.1pp | 1168.45%-1158.0pp | 372.94%-362.5pp |
| Employer contribution / active EE | $875 | $3,032-71.1% | $2,380-63.2% | $4,751-81.6% |
| Participant deferral / active EE | $3,700 | $4,676-20.9% | $3,985-7.2% | $6,710-44.9% |
| Admin fee / account holder | $43,887 | $8,657+407.0% | $6,852+540.5% | $11,403+284.9% |