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 | $27,725 | $83,902-67.0% | $167,512-83.4% | $84,808-67.3% |
| Participation rate | 62.5% | 66.5%-4.0pp | 77.1%-14.6pp | 68.3%-5.8pp |
| Annual return | 18.43% | 91.55%-73.1pp | 1615.79%-1597.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,001 | $2,264-55.8% | $3,882-74.2% | $2,631-62.0% |
| Participant deferral / active EE | $1,642 | $4,442-63.0% | $6,405-74.4% | $4,212-61.0% |
| Admin fee / account holder | $1,338 | $7,915-83.1% | $9,769-86.3% | $7,344-81.8% |