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 | $40,740 | $150,440-72.9% | $136,294-70.1% | $147,584-72.4% |
| Participation rate | 31.8% | 84.4%-52.6pp | 81.9%-50.1pp | 82.8%-51.0pp |
| Annual return | 13.29% | 1049.08%-1035.8pp | 5155.94%-5142.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $893 | $5,256-83.0% | $4,695-81.0% | $4,876-81.7% |
| Participant deferral / active EE | $3,523 | $6,630-46.9% | $6,247-43.6% | $5,439-35.2% |
| Admin fee / account holder | $15,372 | $10,905+41.0% | $9,243+66.3% | $10,885+41.2% |