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 | $40,351 | $39,798+1.4% | $67,711-40.4% | $59,632-32.3% |
| Participation rate | 47.4% | 57.4%-10.0pp | 67.5%-20.2pp | 68.7%-21.3pp |
| Annual return | 1.44% | 89.94%-88.5pp | 25.41%-24.0pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $825 | $1,393-40.8% | $2,559-67.8% | $2,203-62.6% |
| Participant deferral / active EE | $1,023 | $2,335-56.2% | $3,585-71.5% | $3,192-68.0% |
| Admin fee / account holder | $683 | $3,212-78.7% | $4,255-84.0% | $4,297-84.1% |