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 | $65,579 | $105,998-38.1% | $92,233-28.9% | $147,584-55.6% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.5%-34.8pp | 82.8%-41.2pp |
| Annual return | 18.18% | 50.05%-31.9pp | 176.28%-158.1pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,044 | $4,333-75.9% | $3,679-71.6% | $4,876-78.6% |
| Participant deferral / active EE | $2,319 | $4,478-48.2% | $3,897-40.5% | $5,439-57.4% |
| Admin fee / account holder | $1,895 | $6,332-70.1% | $5,194-63.5% | $10,885-82.6% |