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 9-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 | $30,038 | $155,788-80.7% | $124,672-75.9% | $167,490-82.1% |
| Participation rate | 16.7% | 81.1%-64.4pp | 74.6%-57.9pp | 82.1%-65.4pp |
| Annual return | 16.36% | 17.97%-1.6pp | 5142.93%-5126.6pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,122 | $4,163-49.0% | $3,324-36.2% | $4,837-56.1% |
| Participant deferral / active EE | $2,783 | $5,673-50.9% | $4,614-39.7% | $6,341-56.1% |
| Admin fee / account holder | $660 | $9,531-93.1% | $7,493-91.2% | $12,309-94.6% |