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 | $56,439 | $108,642-48.0% | $74,701-24.4% | $152,861-63.1% |
| Participation rate | 38.5% | 65.3%-26.9pp | 54.5%-16.0pp | 82.4%-44.0pp |
| Annual return | 19.47% | 114.06%-94.6pp | 752.92%-733.4pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,190 | $1,503-20.8% | $1,084+9.8% | $4,762-75.0% |
| Participant deferral / active EE | $4,513 | $2,712+66.4% | $1,964+129.8% | $5,850-22.9% |
| Admin fee / account holder | $1,334 | $4,902-72.8% | $3,333-60.0% | $11,596-88.5% |