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 7-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 | $52,469 | $48,230+8.8% | $67,502-22.3% | $80,856-35.1% |
| Participation rate | 33.3% | 66.4%-33.0pp | 72.9%-39.5pp | 67.6%-34.3pp |
| Annual return | 19.02% | 18.28%+0.7pp | 3512.12%-3493.1pp | 35.59%-16.6pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,574 | $2,924+56.4% | $4,000+14.3% | $4,296+6.5% |
| Admin fee / account holder | $552 | $3,681-85.0% | $3,998-86.2% | $6,918-92.0% |