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 5-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 | $34,888 | $70,606-50.6% | $53,898-35.3% | $142,382-75.5% |
| Participation rate | 37.5% | 63.7%-26.2pp | 55.0%-17.5pp | 80.1%-42.6pp |
| Annual return | 21.30% | 619.81%-598.5pp | 528.60%-507.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $153 | $1,202-87.3% | $932-83.6% | $4,299-96.4% |
| Participant deferral / active EE | $1,557 | $2,364-34.2% | $1,826-14.8% | $6,507-76.1% |
| Admin fee / account holder | $365 | $2,852-87.2% | $2,491-85.3% | $12,624-97.1% |