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 | $71,757 | $29,660+141.9% | $56,411+27.2% | $80,856-11.3% |
| Participation rate | 12.0% | 41.6%-29.6pp | 52.5%-40.5pp | 67.6%-55.6pp |
| Annual return | 53.77% | 35.23%+18.5pp | 1701.33%-1647.6pp | 35.59%+18.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $443 | $1,226-63.9% | $1,952-77.3% | $4,296-89.7% |
| Admin fee / account holder | $1,148 | $2,428-52.7% | $2,829-59.4% | $6,918-83.4% |