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 | $33,267 | $100,852-67.0% | $90,404-63.2% | $158,922-79.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 7.70% | 1724.20%-1716.5pp | 1293.02%-1285.3pp | 302.83%-295.1pp |
| Employer contribution / active EE | $1,663 | $3,689-54.9% | $3,262-49.0% | $4,761-65.1% |
| Participant deferral / active EE | $4,059 | $4,348-6.6% | $3,963+2.4% | $5,982-32.2% |
| Admin fee / account holder | $15,218 | $6,501+134.1% | $5,611+171.2% | $11,246+35.3% |