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 | $35,333 | $65,561-46.1% | $86,188-59.0% | $75,163-53.0% |
| Participation rate | 38.2% | 60.5%-22.3pp | 69.0%-30.8pp | 67.2%-29.0pp |
| Annual return | 14.48% | 46.05%-31.6pp | 1168.45%-1154.0pp | 160.62%-146.1pp |
| Employer contribution / active EE | $2,900 | $1,553+86.8% | $2,380+21.8% | $2,670+8.6% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $12,033 | $5,474+119.8% | $6,852+75.6% | $5,651+112.9% |