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 7-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 | $34,137 | $70,606-51.7% | $53,898-36.7% | $142,382-76.0% |
| Participation rate | 11.8% | 63.7%-51.9pp | 55.0%-43.2pp | 80.1%-68.4pp |
| Annual return | 16.38% | 619.81%-603.4pp | 528.60%-512.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $73 | $1,202-93.9% | $932-92.1% | $4,299-98.3% |
| Participant deferral / active EE | $697 | $2,364-70.5% | $1,826-61.8% | $6,507-89.3% |
| Admin fee / account holder | $12,706 | $2,852+345.6% | $2,491+410.1% | $12,624+0.7% |