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 | $40,102 | $176,662-77.3% | $130,648-69.3% | $152,861-73.8% |
| Participation rate | 64.7% | 79.0%-14.3pp | 71.7%-7.0pp | 82.4%-17.7pp |
| Annual return | 27.89% | 2692.24%-2664.3pp | 1708.96%-1681.1pp | 345.32%-317.4pp |
| Employer contribution / active EE | $978 | $5,742-83.0% | $4,092-76.1% | $4,762-79.5% |
| Participant deferral / active EE | $2,758 | $4,361-36.8% | $3,603-23.4% | $5,850-52.9% |
| Admin fee / account holder | $512 | $7,133-92.8% | $5,464-90.6% | $11,596-95.6% |