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 6-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 | $31,335 | $70,606-55.6% | $53,898-41.9% | $142,382-78.0% |
| Participation rate | 27.8% | 63.7%-35.9pp | 55.0%-27.2pp | 80.1%-52.3pp |
| Annual return | 22.83% | 619.81%-597.0pp | 528.60%-505.8pp | 217.08%-194.2pp |
| Employer contribution / active EE | $551 | $1,202-54.1% | $932-40.8% | $4,299-87.2% |
| Participant deferral / active EE | $1,529 | $2,364-35.3% | $1,826-16.3% | $6,507-76.5% |
| Admin fee / account holder | $322 | $2,852-88.7% | $2,491-87.1% | $12,624-97.5% |