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 | $44,780 | $29,660+51.0% | $56,411-20.6% | $80,856-44.6% |
| Participation rate | 36.4% | 41.6%-5.3pp | 52.5%-16.1pp | 67.6%-31.3pp |
| Annual return | 364.46% | 35.23%+329.2pp | 1701.33%-1336.9pp | 35.59%+328.9pp |
| Employer contribution / active EE | $580 | $669-13.3% | $1,039-44.2% | $2,755-78.9% |
| Participant deferral / active EE | $1,319 | $1,226+7.6% | $1,952-32.4% | $4,296-69.3% |
| Admin fee / account holder | $1,380 | $2,428-43.1% | $2,829-51.2% | $6,918-80.0% |