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 | $24,186 | $54,517-55.6% | $75,972-68.2% | $74,495-67.5% |
| Participation rate | 55.3% | 60.3%-5.0pp | 69.1%-13.7pp | 67.2%-11.9pp |
| Annual return | 11.55% | 31.82%-20.3pp | 359.55%-348.0pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $465 | $1,777-73.8% | $2,685-82.7% | $2,623-82.3% |
| Participant deferral / active EE | $1,262 | $3,066-58.8% | $4,255-70.3% | $4,346-71.0% |
| Admin fee / account holder | $5,253 | $2,229+135.7% | $6,467-18.8% | $1,942+170.6% |