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 | $31,632 | $57,281-44.8% | $86,612-63.5% | $75,163-57.9% |
| Participation rate | 59.6% | 63.2%-3.6pp | 71.7%-12.1pp | 67.2%-7.6pp |
| Annual return | 14.49% | 2670.75%-2656.3pp | 591.07%-576.6pp | 160.62%-146.1pp |
| Employer contribution / active EE | $702 | $2,314-69.7% | $3,022-76.8% | $2,670-73.7% |
| Participant deferral / active EE | $1,003 | $3,318-69.8% | $4,438-77.4% | $4,125-75.7% |
| Admin fee / account holder | $3,263 | $4,112-20.6% | $5,614-41.9% | $5,651-42.3% |