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 | $63,792 | $58,927+8.3% | $76,817-17.0% | $72,985-12.6% |
| Participation rate | 30.8% | 67.3%-36.6pp | 72.1%-41.3pp | 69.5%-38.7pp |
| Annual return | 23.39% | 2305.64%-2282.3pp | 1166.11%-1142.7pp | 81.00%-57.6pp |
| Employer contribution / active EE | $757 | $1,787-57.7% | $2,302-67.1% | $2,440-69.0% |
| Participant deferral / active EE | $1,134 | $2,690-57.8% | $3,336-66.0% | $3,607-68.6% |
| Admin fee / account holder | $689 | $4,013-82.8% | $6,420-89.3% | $5,124-86.6% |