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 | $31,005 | $169,032-81.7% | $129,207-76.0% | $145,922-78.8% |
| Participation rate | 14.3% | 76.4%-62.2pp | 69.6%-55.3pp | 80.3%-66.0pp |
| Annual return | 19.52% | 14330.11%-14310.6pp | 9417.33%-9397.8pp | 561.29%-541.8pp |
| Employer contribution / active EE | $760 | $5,537-86.3% | $4,153-81.7% | $4,660-83.7% |
| Participant deferral / active EE | $3,076 | $4,987-38.3% | $4,168-26.2% | $6,688-54.0% |
| Admin fee / account holder | $11,958 | $9,954+20.1% | $7,715+55.0% | $13,397-10.7% |