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 7-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 | $30,431 | $30,400+0.1% | $53,898-43.5% | $84,808-64.1% |
| Participation rate | 33.3% | 46.4%-13.1pp | 55.0%-21.6pp | 68.3%-35.0pp |
| Annual return | 16.17% | 500.19%-484.0pp | 528.60%-512.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $561 | $603-7.0% | $932-39.9% | $2,631-78.7% |
| Participant deferral / active EE | $1,871 | $1,199+56.1% | $1,826+2.5% | $4,212-55.6% |
| Admin fee / account holder | $1,361 | $1,993-31.7% | $2,491-45.4% | $7,344-81.5% |