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 | $30,600 | $81,625-62.5% | $58,482-47.7% | $139,434-78.1% |
| Participation rate | 27.3% | 61.3%-34.1pp | 50.9%-23.6pp | 80.3%-53.0pp |
| Annual return | 21.71% | 7404.20%-7382.5pp | 4239.32%-4217.6pp | 372.94%-351.2pp |
| Employer contribution / active EE | $865 | $1,398-38.2% | $1,053-17.9% | $4,751-81.8% |
| Participant deferral / active EE | $1,562 | $2,557-38.9% | $1,924-18.8% | $6,710-76.7% |
| Admin fee / account holder | $1,165 | $3,265-64.3% | $2,516-53.7% | $11,403-89.8% |