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 | $38,497 | $104,486-63.2% | $76,817-49.9% | $152,861-74.8% |
| Participation rate | 23.8% | 76.6%-52.8pp | 72.1%-48.3pp | 82.4%-58.6pp |
| Annual return | 19.49% | 1013.37%-993.9pp | 1166.11%-1146.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $526 | $3,116-83.1% | $2,302-77.2% | $4,762-89.0% |
| Participant deferral / active EE | $1,938 | $4,236-54.2% | $3,336-41.9% | $5,850-66.9% |
| Admin fee / account holder | $540 | $12,275-95.6% | $6,420-91.6% | $11,596-95.3% |