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 | $66,846 | $99,020-32.5% | $86,590-22.8% | $147,584-54.7% |
| Participation rate | 29.4% | 76.3%-46.9pp | 73.5%-44.1pp | 82.8%-53.4pp |
| Annual return | 26.75% | 1312.34%-1285.6pp | 964.84%-938.1pp | 578.55%-551.8pp |
| Employer contribution / active EE | $844 | $3,132-73.1% | $2,839-70.3% | $4,876-82.7% |
| Participant deferral / active EE | $2,319 | $3,972-41.6% | $3,609-35.7% | $5,439-57.4% |
| Admin fee / account holder | $6,449 | $5,710+12.9% | $4,906+31.5% | $10,885-40.8% |