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 8-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 | $35,058 | $88,751-60.5% | $81,812-57.1% | $145,922-76.0% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.3%-17.8pp | 80.3%-25.7pp |
| Annual return | 9.65% | 1025.40%-1015.7pp | 773.79%-764.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,186 | $3,083-61.5% | $2,912-59.3% | $4,660-74.5% |
| Participant deferral / active EE | $2,532 | $4,643-45.5% | $4,319-41.4% | $6,688-62.1% |
| Admin fee / account holder | $684 | $8,415-91.9% | $7,386-90.7% | $13,397-94.9% |