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 | $45,811 | $109,817-58.3% | $98,442-53.5% | $167,490-72.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 13.07% | 1956.69%-1943.6pp | 1492.73%-1479.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $667 | $3,224-79.3% | $2,960-77.5% | $4,837-86.2% |
| Participant deferral / active EE | $3,441 | $4,673-26.4% | $4,276-19.5% | $6,341-45.7% |
| Admin fee / account holder | $2,414 | $6,753-64.3% | $5,949-59.4% | $12,309-80.4% |