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 | $31,853 | $48,570-34.4% | $130,648-75.6% | $72,985-56.4% |
| Participation rate | 42.5% | 58.6%-16.1pp | 71.7%-29.2pp | 69.5%-27.0pp |
| Annual return | 19.12% | 38.63%-19.5pp | 1708.96%-1689.8pp | 81.00%-61.9pp |
| Employer contribution / active EE | $489 | $1,334-63.3% | $4,092-88.0% | $2,440-80.0% |
| Participant deferral / active EE | $1,524 | $2,384-36.1% | $3,603-57.7% | $3,607-57.8% |
| Admin fee / account holder | $796 | $3,549-77.6% | $5,464-85.4% | $5,124-84.5% |