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 4-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 | $38,529 | $70,606-45.4% | $53,898-28.5% | $142,382-72.9% |
| Participation rate | 14.3% | 63.7%-49.4pp | 55.0%-40.7pp | 80.1%-65.8pp |
| Annual return | 19.84% | 619.81%-600.0pp | 528.60%-508.8pp | 217.08%-197.2pp |
| Employer contribution / active EE | $606 | $1,202-49.6% | $932-35.0% | $4,299-85.9% |
| Participant deferral / active EE | $3,561 | $2,364+50.6% | $1,826+95.0% | $6,507-45.3% |
| Admin fee / account holder | $3,362 | $2,852+17.9% | $2,491+35.0% | $12,624-73.4% |