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 | $26,053 | $58,208-55.2% | $81,812-68.2% | $80,856-67.8% |
| Participation rate | 22.4% | 63.4%-41.0pp | 72.3%-50.0pp | 67.6%-45.3pp |
| Annual return | 27.85% | 41.66%-13.8pp | 773.79%-745.9pp | 35.59%-7.7pp |
| Employer contribution / active EE | $1,058 | $2,340-54.8% | $2,912-63.7% | $2,755-61.6% |
| Participant deferral / active EE | $1,375 | $3,281-58.1% | $4,319-68.2% | $4,296-68.0% |
| Admin fee / account holder | $2,991 | $4,981-40.0% | $7,386-59.5% | $6,918-56.8% |