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 | $44,329 | $156,846-71.7% | $121,098-63.4% | $139,434-68.2% |
| Participation rate | 23.8% | 76.4%-52.6pp | 69.5%-45.7pp | 80.3%-56.5pp |
| Annual return | 15.68% | 1474.56%-1458.9pp | 985.75%-970.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $548 | $5,536-90.1% | $4,164-86.8% | $4,751-88.5% |
| Participant deferral / active EE | $1,322 | $4,844-72.7% | $4,080-67.6% | $6,710-80.3% |
| Admin fee / account holder | $549 | $6,946-92.1% | $5,644-90.3% | $11,403-95.2% |