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 10-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 | $47,418 | $169,032-71.9% | $129,207-63.3% | $145,922-67.5% |
| Participation rate | 16.7% | 76.4%-59.8pp | 69.6%-52.9pp | 80.3%-63.6pp |
| Annual return | 9.46% | 14330.11%-14320.7pp | 9417.33%-9407.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $831 | $5,537-85.0% | $4,153-80.0% | $4,660-82.2% |
| Participant deferral / active EE | $1,331 | $4,987-73.3% | $4,168-68.1% | $6,688-80.1% |
| Admin fee / account holder | $7,358 | $9,954-26.1% | $7,715-4.6% | $13,397-45.1% |