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 | $44,265 | $96,305-54.0% | $80,569-45.1% | $139,434-68.3% |
| Participation rate | 58.3% | 73.6%-15.3pp | 67.0%-8.7pp | 80.3%-22.0pp |
| Annual return | 14.97% | 1350.08%-1335.1pp | 935.43%-920.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $709 | $3,262-78.3% | $2,723-74.0% | $4,751-85.1% |
| Participant deferral / active EE | $2,901 | $5,232-44.6% | $4,447-34.8% | $6,710-56.8% |
| Admin fee / account holder | $9,302 | $6,599+41.0% | $5,377+73.0% | $11,403-18.4% |