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 | $26,144 | $48,795-46.4% | $65,493-60.1% | $84,808-69.2% |
| Participation rate | 36.7% | 67.0%-30.3pp | 73.1%-36.4pp | 68.3%-31.6pp |
| Annual return | 237.40% | 20.20%+217.2pp | 982.45%-745.0pp | 40.90%+196.5pp |
| Employer contribution / active EE | $965 | $1,930-50.0% | $2,574-62.5% | $2,631-63.3% |
| Participant deferral / active EE | $1,741 | $2,928-40.6% | $3,961-56.0% | $4,212-58.7% |
| Admin fee / account holder | $713 | $3,877-81.6% | $5,028-85.8% | $7,344-90.3% |