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 | $37,649 | $99,020-62.0% | $86,590-56.5% | $147,584-74.5% |
| Participation rate | 47.8% | 76.3%-28.5pp | 73.5%-25.7pp | 82.8%-35.0pp |
| Annual return | 18.49% | 1312.34%-1293.8pp | 964.84%-946.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,191 | $3,132-62.0% | $2,839-58.0% | $4,876-75.6% |
| Participant deferral / active EE | $2,892 | $3,972-27.2% | $3,609-19.9% | $5,439-46.8% |
| Admin fee / account holder | $567 | $5,710-90.1% | $4,906-88.4% | $10,885-94.8% |