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 8-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 | $32,729 | $65,409-50.0% | $98,442-66.8% | $85,850-61.9% |
| Participation rate | 46.7% | 65.0%-18.3pp | 73.3%-26.7pp | 69.3%-22.6pp |
| Annual return | 16.13% | 21.76%-5.6pp | 1492.73%-1476.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $515 | $2,168-76.2% | $2,960-82.6% | $2,565-79.9% |
| Participant deferral / active EE | $2,419 | $3,166-23.6% | $4,276-43.4% | $3,952-38.8% |
| Admin fee / account holder | $749 | $4,593-83.7% | $5,949-87.4% | $6,260-88.0% |