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 | $28,368 | $88,751-68.0% | $81,812-65.3% | $145,922-80.6% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.3%-34.8pp | 80.3%-42.8pp |
| Annual return | 12.27% | 1025.40%-1013.1pp | 773.79%-761.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $5,610 | $3,083+82.0% | $2,912+92.6% | $4,660+20.4% |
| Participant deferral / active EE | $10,140 | $4,643+118.4% | $4,319+134.8% | $6,688+51.6% |
| Admin fee / account holder | $6,178 | $8,415-26.6% | $7,386-16.4% | $13,397-53.9% |