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 | $25,256 | $60,124-58.0% | $90,404-72.1% | $79,858-68.4% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 18.53% | 71.94%-53.4pp | 1293.02%-1274.5pp | 31.71%-13.2pp |
| Employer contribution / active EE | $404 | $2,068-80.5% | $3,262-87.6% | $2,471-83.7% |
| Participant deferral / active EE | $2,795 | $2,938-4.9% | $3,963-29.5% | $3,740-25.3% |
| Admin fee / account holder | $473 | $3,976-88.1% | $5,611-91.6% | $5,306-91.1% |