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 5-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 | $34,040 | $27,915+21.9% | $58,482-41.8% | $75,163-54.7% |
| Participation rate | 28.0% | 38.8%-10.8pp | 50.9%-22.9pp | 67.2%-39.2pp |
| Annual return | 939.95% | 44.20%+895.8pp | 4239.32%-3299.4pp | 160.62%+779.3pp |
| Employer contribution / active EE | $333 | $669-50.3% | $1,053-68.4% | $2,670-87.5% |
| Participant deferral / active EE | $397 | $1,201-66.9% | $1,924-79.4% | $4,125-90.4% |
| Admin fee / account holder | $10,453 | $1,726+505.8% | $2,516+315.5% | $5,651+85.0% |