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 | $46,857 | $73,360-36.1% | $177,989-73.7% | $74,495-37.1% |
| Participation rate | 20.9% | 66.6%-45.7pp | 77.1%-56.2pp | 67.2%-46.3pp |
| Annual return | 12.17% | 17.49%-5.3pp | 294.48%-282.3pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $666 | $2,216-69.9% | $3,949-83.1% | $2,623-74.6% |
| Participant deferral / active EE | $1,766 | $4,513-60.9% | $6,276-71.9% | $4,346-59.4% |
| Admin fee / account holder | $3,579 | $1,808+98.0% | $10,363-65.5% | $1,942+84.3% |