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 9-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 | $40,961 | $76,738-46.6% | $56,411-27.4% | $145,922-71.9% |
| Participation rate | 45.5% | 63.2%-17.8pp | 52.5%-7.0pp | 80.3%-34.8pp |
| Annual return | 10.63% | 2994.23%-2983.6pp | 1701.33%-1690.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $778 | $1,380-43.6% | $1,039-25.1% | $4,660-83.3% |
| Participant deferral / active EE | $2,625 | $2,623+0.1% | $1,952+34.5% | $6,688-60.7% |
| Admin fee / account holder | $21,747 | $3,334+552.3% | $2,829+668.8% | $13,397+62.3% |