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 | $41,008 | $34,934+17.4% | $56,411-27.3% | $74,495-45.0% |
| Participation rate | 62.7% | 32.8%+29.9pp | 52.5%+10.3pp | 67.2%-4.5pp |
| Annual return | 12.04% | 25.94%-13.9pp | 1701.33%-1689.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $473 | $609-22.3% | $1,039-54.4% | $2,623-82.0% |
| Participant deferral / active EE | $3,301 | $1,170+182.0% | $1,952+69.1% | $4,346-24.1% |
| Admin fee / account holder | $2,828 | $2,364+19.6% | $2,8290% | $1,942+45.7% |