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 | $63,413 | $83,902-24.4% | $167,512-62.1% | $84,808-25.2% |
| Participation rate | 47.5% | 66.5%-19.0pp | 77.1%-29.6pp | 68.3%-20.8pp |
| Annual return | 17.25% | 91.55%-74.3pp | 1615.79%-1598.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,382 | $2,264-38.9% | $3,882-64.4% | $2,631-47.5% |
| Participant deferral / active EE | $1,938 | $4,442-56.4% | $6,405-69.7% | $4,212-54.0% |
| Admin fee / account holder | $39,163 | $7,915+394.8% | $9,769+300.9% | $7,344+433.3% |