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 | $36,235 | $109,817-67.0% | $98,442-63.2% | $167,490-78.4% |
| Participation rate | 25.0% | 75.8%-50.8pp | 73.3%-48.3pp | 82.1%-57.1pp |
| Annual return | 15.44% | 1956.69%-1941.3pp | 1492.73%-1477.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $387 | $3,224-88.0% | $2,960-86.9% | $4,837-92.0% |
| Participant deferral / active EE | $2,100 | $4,673-55.1% | $4,276-50.9% | $6,341-66.9% |
| Admin fee / account holder | $333 | $6,753-95.1% | $5,949-94.4% | $12,309-97.3% |