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 | $30,914 | $60,124-48.6% | $90,404-65.8% | $79,858-61.3% |
| Participation rate | 55.6% | 65.0%-9.4pp | 72.7%-17.1pp | 69.6%-14.1pp |
| Annual return | 14.87% | 71.94%-57.1pp | 1293.02%-1278.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $475 | $2,068-77.0% | $3,262-85.4% | $2,471-80.8% |
| Participant deferral / active EE | $1,111 | $2,938-62.2% | $3,963-72.0% | $3,740-70.3% |
| Admin fee / account holder | $1,842 | $3,976-53.7% | $5,611-67.2% | $5,306-65.3% |