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 | $59,790 | $65,561-8.8% | $86,188-30.6% | $75,163-20.5% |
| Participation rate | 8.8% | 60.5%-51.7pp | 69.0%-60.2pp | 67.2%-58.4pp |
| Annual return | 30.21% | 46.05%-15.8pp | 1168.45%-1138.2pp | 160.62%-130.4pp |
| Employer contribution / active EE | $635 | $1,553-59.1% | $2,380-73.3% | $2,670-76.2% |
| Participant deferral / active EE | $1,296 | $3,024-57.1% | $3,985-67.5% | $4,125-68.6% |
| Admin fee / account holder | $3,346 | $5,474-38.9% | $6,852-51.2% | $5,651-40.8% |