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 | $33,147 | $30,400+9.0% | $53,898-38.5% | $84,808-60.9% |
| Participation rate | 18.9% | 46.4%-27.5pp | 55.0%-36.0pp | 68.3%-49.4pp |
| Annual return | 16.69% | 500.19%-483.5pp | 528.60%-511.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $447 | $603-25.9% | $932-52.1% | $2,631-83.0% |
| Participant deferral / active EE | $931 | $1,199-22.3% | $1,826-49.0% | $4,212-77.9% |
| Admin fee / account holder | $1,059 | $1,993-46.9% | $2,491-57.5% | $7,344-85.6% |