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 8-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 | $30,832 | $109,817-71.9% | $98,442-68.7% | $167,490-81.6% |
| Participation rate | 45.0% | 75.8%-30.8pp | 73.3%-28.3pp | 82.1%-37.1pp |
| Annual return | 17.10% | 1956.69%-1939.6pp | 1492.73%-1475.6pp | 478.56%-461.5pp |
| Employer contribution / active EE | $896 | $3,224-72.2% | $2,960-69.7% | $4,837-81.5% |
| Participant deferral / active EE | $2,727 | $4,673-41.6% | $4,276-36.2% | $6,341-57.0% |
| Admin fee / account holder | $454 | $6,753-93.3% | $5,949-92.4% | $12,309-96.3% |