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 | $39,106 | $106,890-63.4% | $84,015-53.5% | $152,861-74.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 46.36% | 104.99%-58.6pp | 71.31%-24.9pp | 345.32%-299.0pp |
| Employer contribution / active EE | $1,193 | $2,734-56.4% | $1,983-39.8% | $4,762-74.9% |
| Participant deferral / active EE | $2,250 | $4,011-43.9% | $3,239-30.5% | $5,850-61.5% |
| Admin fee / account holder | $990 | $8,285-88.1% | $6,101-83.8% | $11,596-91.5% |