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 | $43,897 | $49,173-10.7% | $121,098-63.8% | $75,163-41.6% |
| Participation rate | 35.7% | 55.4%-19.7pp | 69.5%-33.8pp | 67.2%-31.5pp |
| Annual return | 14.53% | 55.99%-41.5pp | 985.75%-971.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $676 | $1,546-56.3% | $4,164-83.8% | $2,670-74.7% |
| Participant deferral / active EE | $2,388 | $2,628-9.1% | $4,080-41.5% | $4,125-42.1% |
| Admin fee / account holder | $18,219 | $3,942+362.2% | $5,644+222.8% | $5,651+222.4% |