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 7-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 | $49,365 | $81,625-39.5% | $58,482-15.6% | $139,434-64.6% |
| Participation rate | 62.5% | 61.3%+1.2pp | 50.9%+11.6pp | 80.3%-17.8pp |
| Annual return | 15.26% | 7404.20%-7388.9pp | 4239.32%-4224.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,057 | $1,398-24.4% | $1,053+0.4% | $4,751-77.7% |
| Participant deferral / active EE | $1,264 | $2,557-50.6% | $1,924-34.3% | $6,710-81.2% |
| Admin fee / account holder | $3,176 | $3,265-2.7% | $2,516+26.2% | $11,403-72.1% |