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 3-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 | $36,295 | $29,660+22.4% | $56,411-35.7% | $80,856-55.1% |
| Participation rate | 4.7% | 41.6%-37.0pp | 52.5%-47.8pp | 67.6%-63.0pp |
| Annual return | 18.14% | 35.23%-17.1pp | 1701.33%-1683.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $126 | $669-81.2% | $1,039-87.9% | $2,755-95.4% |
| Participant deferral / active EE | $824 | $1,226-32.8% | $1,952-57.8% | $4,296-80.8% |
| Admin fee / account holder | $381 | $2,428-84.3% | $2,829-86.5% | $6,918-94.5% |