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 | $57,808 | $34,308+68.5% | $74,701-22.6% | $72,985-20.8% |
| Participation rate | 6.5% | 42.4%-35.9pp | 54.5%-48.0pp | 69.5%-63.0pp |
| Annual return | 23.09% | 26.58%-3.5pp | 752.92%-729.8pp | 81.00%-57.9pp |
| Employer contribution / active EE | $235 | $692-66.1% | $1,084-78.4% | $2,440-90.4% |
| Participant deferral / active EE | $719 | $1,271-43.4% | $1,964-63.4% | $3,607-80.1% |
| Admin fee / account holder | $3,661 | $2,124+72.4% | $3,333+9.8% | $5,124-28.6% |