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 9-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 | $41,891 | $88,751-52.8% | $81,812-48.8% | $145,922-71.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 15.91% | 1025.40%-1009.5pp | 773.79%-757.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $591 | $3,083-80.8% | $2,912-79.7% | $4,660-87.3% |
| Participant deferral / active EE | $2,327 | $4,643-49.9% | $4,319-46.1% | $6,688-65.2% |
| Admin fee / account holder | $656 | $8,415-92.2% | $7,386-91.1% | $13,397-95.1% |