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 | $30,433 | $185,200-83.6% | $142,863-78.7% | $167,490-81.8% |
| Participation rate | 18.2% | 78.4%-60.3pp | 71.9%-53.8pp | 82.1%-63.9pp |
| Annual return | 11.43% | 8555.70%-8544.3pp | 5637.54%-5626.1pp | 478.56%-467.1pp |
| Employer contribution / active EE | $299 | $5,604-94.7% | $4,144-92.8% | $4,837-93.8% |
| Participant deferral / active EE | $447 | $4,494-90.1% | $3,837-88.4% | $6,341-93.0% |
| Admin fee / account holder | $661 | $8,031-91.8% | $6,560-89.9% | $12,309-94.6% |