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 | $46,667 | $176,662-73.6% | $130,648-64.3% | $152,861-69.5% |
| Participation rate | 23.1% | 79.0%-55.9pp | 71.7%-48.7pp | 82.4%-59.4pp |
| Annual return | 21.35% | 2692.24%-2670.9pp | 1708.96%-1687.6pp | 345.32%-324.0pp |
| Employer contribution / active EE | $199 | $5,742-96.5% | $4,092-95.1% | $4,762-95.8% |
| Participant deferral / active EE | $944 | $4,361-78.4% | $3,603-73.8% | $5,850-83.9% |
| Admin fee / account holder | $1,266 | $7,133-82.2% | $5,464-76.8% | $11,596-89.1% |