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 | $65,282 | $55,415+17.8% | $155,509-58.0% | $74,495-12.4% |
| Participation rate | 40.2% | 61.9%-21.7pp | 78.2%-38.0pp | 67.2%-27.0pp |
| Annual return | 37.32% | 268.50%-231.2pp | 64.67%-27.3pp | 1364.94%-1327.6pp |
| Employer contribution / active EE | $1,475 | $2,267-34.9% | $4,672-68.4% | $2,623-43.8% |
| Participant deferral / active EE | $3,389 | $2,836+19.5% | $5,626-39.8% | $4,346-22.0% |
| Admin fee / account holder | $571 | $1,738-67.1% | $15,912-96.4% | $1,942-70.6% |