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 | $36,971 | $65,409-43.5% | $98,442-62.4% | $85,850-56.9% |
| Participation rate | 64.1% | 65.0%-0.9pp | 73.3%-9.2pp | 69.3%-5.2pp |
| Annual return | 21.25% | 21.76%-0.5pp | 1492.73%-1471.5pp | 318.53%-297.3pp |
| Employer contribution / active EE | $701 | $2,168-67.7% | $2,960-76.3% | $2,565-72.7% |
| Participant deferral / active EE | $915 | $3,166-71.1% | $4,276-78.6% | $3,952-76.9% |
| Admin fee / account holder | $18,207 | $4,593+296.4% | $5,949+206.0% | $6,260+190.8% |