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 | $28,667 | $54,705-47.6% | $71,209-59.7% | $84,808-66.2% |
| Participation rate | 33.0% | 64.1%-31.1pp | 73.8%-40.8pp | 68.3%-35.3pp |
| Annual return | 57.67% | 35.90%+21.8pp | 282.51%-224.8pp | 40.90%+16.8pp |
| Employer contribution / active EE | $284 | $2,158-86.8% | $2,721-89.6% | $2,631-89.2% |
| Participant deferral / active EE | $918 | $3,030-69.7% | $4,175-78.0% | $4,212-78.2% |
| Admin fee / account holder | $571 | $4,863-88.3% | $5,349-89.3% | $7,344-92.2% |