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 | $31,624 | $58,927-46.3% | $76,817-58.8% | $72,985-56.7% |
| Participation rate | 22.2% | 67.3%-45.1pp | 72.1%-49.9pp | 69.5%-47.3pp |
| Annual return | 28.56% | 2305.64%-2277.1pp | 1166.11%-1137.5pp | 81.00%-52.4pp |
| Employer contribution / active EE | $702 | $1,787-60.7% | $2,302-69.5% | $2,440-71.2% |
| Participant deferral / active EE | $1,385 | $2,690-48.5% | $3,336-58.5% | $3,607-61.6% |
| Admin fee / account holder | $1,896 | $4,013-52.8% | $6,420-70.5% | $5,124-63.0% |