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 | $25,387 | $88,583-71.3% | $88,497-71.3% | $273,961-90.7% |
| Participation rate | 60.0% | 83.5%-23.5pp | 82.4%-22.4pp | 83.0%-23.0pp |
| Annual return | 100.90% | 5.68%+95.2pp | 7.63%+93.3pp | 41.45%+59.4pp |
| Employer contribution / active EE | $1,966 | $4,502-56.3% | $4,036-51.3% | $4,869-59.6% |
| Participant deferral / active EE | $2,074 | $4,891-57.6% | $4,899-57.7% | $5,287-60.8% |
| Admin fee / account holder | $2,145 | $8,980-76.1% | $6,220-65.5% | $10,132-78.8% |