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 | $40,378 | $99,020-59.2% | $86,590-53.4% | $147,584-72.6% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 15.22% | 1312.34%-1297.1pp | 964.84%-949.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $327 | $3,132-89.6% | $2,839-88.5% | $4,876-93.3% |
| Participant deferral / active EE | $2,068 | $3,972-47.9% | $3,609-42.7% | $5,439-62.0% |
| Admin fee / account holder | $633 | $5,710-88.9% | $4,906-87.1% | $10,885-94.2% |