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 | $30,275 | $104,486-71.0% | $76,817-60.6% | $152,861-80.2% |
| Participation rate | 37.5% | 76.6%-39.1pp | 72.1%-34.6pp | 82.4%-44.9pp |
| Annual return | 19.82% | 1013.37%-993.6pp | 1166.11%-1146.3pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,121 | $3,116-31.9% | $2,302-7.9% | $4,762-55.5% |
| Participant deferral / active EE | $2,384 | $4,236-43.7% | $3,336-28.5% | $5,850-59.3% |
| Admin fee / account holder | $32,382 | $12,275+163.8% | $6,420+404.4% | $11,596+179.2% |