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 | $36,592 | $88,751-58.8% | $81,812-55.3% | $145,922-74.9% |
| Participation rate | 45.8% | 75.0%-29.2pp | 72.3%-26.5pp | 80.3%-34.4pp |
| Annual return | 9.93% | 1025.40%-1015.5pp | 773.79%-763.9pp | 561.29%-551.4pp |
| Employer contribution / active EE | $643 | $3,083-79.2% | $2,912-77.9% | $4,660-86.2% |
| Participant deferral / active EE | $2,071 | $4,643-55.4% | $4,319-52.0% | $6,688-69.0% |
| Admin fee / account holder | $41,129 | $8,415+388.7% | $7,386+456.9% | $13,397+207.0% |