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 | $59,635 | $85,202-30.0% | $172,739-65.5% | $72,985-18.3% |
| Participation rate | 41.7% | 70.1%-28.4pp | 82.6%-41.0pp | 69.5%-27.8pp |
| Annual return | 23.29% | 27.32%-4.0pp | 802.84%-779.6pp | 81.00%-57.7pp |
| Employer contribution / active EE | $441 | $3,324-86.7% | $5,143-91.4% | $2,440-81.9% |
| Participant deferral / active EE | $1,747 | $3,260-46.4% | $5,198-66.4% | $3,607-51.6% |
| Admin fee / account holder | $341 | $5,884-94.2% | $13,954-97.6% | $5,124-93.3% |