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 3-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 | $12,218 | $70,606-82.7% | $53,898-77.3% | $142,382-91.4% |
| Participation rate | 55.6% | 63.7%-8.1pp | 55.0%+0.6pp | 80.1%-24.6pp |
| Annual return | 48.31% | 619.81%-571.5pp | 528.60%-480.3pp | 217.08%-168.8pp |
| Employer contribution / active EE | $984 | $1,202-18.2% | $932+5.6% | $4,299-77.1% |
| Participant deferral / active EE | $2,131 | $2,364-9.9% | $1,826+16.7% | $6,507-67.3% |
| Admin fee / account holder | $2,276 | $2,852-20.2% | $2,491-8.6% | $12,624-82.0% |