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 | $72,732 | $76,738-5.2% | $56,411+28.9% | $145,922-50.2% |
| Participation rate | 31.6% | 63.2%-31.6pp | 52.5%-20.9pp | 80.3%-48.7pp |
| Annual return | 8.50% | 2994.23%-2985.7pp | 1701.33%-1692.8pp | 561.29%-552.8pp |
| Employer contribution / active EE | $704 | $1,380-49.0% | $1,039-32.2% | $4,660-84.9% |
| Participant deferral / active EE | $3,856 | $2,623+47.0% | $1,952+97.6% | $6,688-42.3% |
| Admin fee / account holder | $672 | $3,334-79.8% | $2,829-76.2% | $13,397-95.0% |