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 | $37,239 | $108,642-65.7% | $74,701-50.1% | $152,861-75.6% |
| Participation rate | 25.0% | 65.3%-40.3pp | 54.5%-29.5pp | 82.4%-57.4pp |
| Annual return | 19.45% | 114.06%-94.6pp | 752.92%-733.5pp | 345.32%-325.9pp |
| Employer contribution / active EE | $298 | $1,503-80.2% | $1,084-72.5% | $4,762-93.7% |
| Participant deferral / active EE | $1,533 | $2,712-43.5% | $1,964-22.0% | $5,850-73.8% |
| Admin fee / account holder | $333 | $4,902-93.2% | $3,333-90.0% | $11,596-97.1% |