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 9-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 | $37,017 | $81,625-54.6% | $58,482-36.7% | $139,434-73.5% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 17.19% | 7404.20%-7387.0pp | 4239.32%-4222.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $487 | $1,398-65.2% | $1,053-53.7% | $4,751-89.7% |
| Participant deferral / active EE | $2,269 | $2,557-11.2% | $1,924+18.0% | $6,710-66.2% |
| Admin fee / account holder | $3,049 | $3,265-6.6% | $2,516+21.2% | $11,403-73.3% |