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 | $47,149 | $76,738-38.6% | $56,411-16.4% | $145,922-67.7% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 12.17% | 2994.23%-2982.1pp | 1701.33%-1689.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $553 | $1,380-60.0% | $1,039-46.8% | $4,660-88.1% |
| Participant deferral / active EE | $2,780 | $2,623+6.0% | $1,952+42.4% | $6,688-58.4% |
| Admin fee / account holder | $10,398 | $3,334+211.9% | $2,829+267.6% | $13,397-22.4% |