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 | $32,887 | $81,625-59.7% | $58,482-43.8% | $139,434-76.4% |
| Participation rate | 18.2% | 61.3%-43.1pp | 50.9%-32.7pp | 80.3%-62.1pp |
| Annual return | 13.65% | 7404.20%-7390.5pp | 4239.32%-4225.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $857 | $1,398-38.7% | $1,053-18.7% | $4,751-82.0% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $1,924-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,042 | $3,265-68.1% | $2,516-58.6% | $11,403-90.9% |