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 | $77,392 | $52,406+47.7% | $129,207-40.1% | $74,495+3.9% |
| Participation rate | 26.9% | 53.8%-26.9pp | 69.6%-42.7pp | 67.2%-40.3pp |
| Annual return | 14.41% | 15.66%-1.2pp | 9417.33%-9402.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $615 | $1,531-59.8% | $4,153-85.2% | $2,623-76.6% |
| Participant deferral / active EE | $2,048 | $2,794-26.7% | $4,168-50.9% | $4,346-52.9% |
| Admin fee / account holder | $3,776 | $2,633+43.4% | $7,715-51.1% | $1,942+94.5% |