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 | $57,586 | $65,561-12.2% | $86,188-33.2% | $75,163-23.4% |
| Participation rate | 58.6% | 60.5%-1.9pp | 69.0%-10.3pp | 67.2%-8.6pp |
| Annual return | 13.47% | 46.05%-32.6pp | 1168.45%-1155.0pp | 160.62%-147.1pp |
| Employer contribution / active EE | $935 | $1,553-39.8% | $2,380-60.7% | $2,670-65.0% |
| Participant deferral / active EE | $1,207 | $3,024-60.1% | $3,985-69.7% | $4,125-70.8% |
| Admin fee / account holder | $1,918 | $5,474-65.0% | $6,852-72.0% | $5,651-66.1% |