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 3-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 | $31,736 | $70,606-55.1% | $53,898-41.1% | $142,382-77.7% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 15.94% | 619.81%-603.9pp | 528.60%-512.7pp | 217.08%-201.1pp |
| Employer contribution / active EE | $745 | $1,202-38.1% | $932-20.1% | $4,299-82.7% |
| Participant deferral / active EE | $4,922 | $2,364+108.2% | $1,826+169.5% | $6,507-24.4% |
| Admin fee / account holder | $4,888 | $2,852+71.4% | $2,491+96.3% | $12,624-61.3% |