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 | $35,750 | $81,625-56.2% | $58,482-38.9% | $139,434-74.4% |
| Participation rate | 37.5% | 61.3%-23.8pp | 50.9%-13.4pp | 80.3%-42.8pp |
| Annual return | 13.01% | 7404.20%-7391.2pp | 4239.32%-4226.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $632 | $1,398-54.8% | $1,053-40.0% | $4,751-86.7% |
| Participant deferral / active EE | $1,487 | $2,557-41.9% | $1,924-22.7% | $6,710-77.8% |
| Admin fee / account holder | $2,478 | $3,265-24.1% | $2,516-1.5% | $11,403-78.3% |