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 | $43,980 | $105,998-58.5% | $92,233-52.3% | $147,584-70.2% |
| Participation rate | 69.6% | 80.4%-10.8pp | 76.5%-6.9pp | 82.8%-13.3pp |
| Annual return | 11.90% | 50.05%-38.1pp | 176.28%-164.4pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,337 | $4,333-69.1% | $3,679-63.7% | $4,876-72.6% |
| Participant deferral / active EE | $3,618 | $4,478-19.2% | $3,897-7.1% | $5,439-33.5% |
| Admin fee / account holder | $382 | $6,332-94.0% | $5,194-92.6% | $10,885-96.5% |