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 5-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 | $76,113 | $81,625-6.8% | $58,482+30.1% | $139,434-45.4% |
| Participation rate | 10.5% | 61.3%-50.8pp | 50.9%-40.3pp | 80.3%-69.8pp |
| Annual return | 7.38% | 7404.20%-7396.8pp | 4239.32%-4231.9pp | 372.94%-365.6pp |
| Employer contribution / active EE | $458 | $1,398-67.2% | $1,053-56.5% | $4,751-90.4% |
| Participant deferral / active EE | $2,737 | $2,557+7.0% | $1,924+42.3% | $6,710-59.2% |
| Admin fee / account holder | $1,186 | $3,265-63.7% | $2,516-52.9% | $11,403-89.6% |