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 | $28,063 | $60,323-53.5% | $81,812-65.7% | $74,495-62.3% |
| Participation rate | 67.6% | 62.9%+4.8pp | 72.3%-4.7pp | 67.2%+0.4pp |
| Annual return | 16.44% | 16.90%-0.5pp | 773.79%-757.3pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $826 | $2,620-68.5% | $2,912-71.6% | $2,623-68.5% |
| Participant deferral / active EE | $2,672 | $3,387-21.1% | $4,319-38.1% | $4,346-38.5% |
| Admin fee / account holder | $1,876 | $1,486+26.3% | $7,386-74.6% | $1,942-3.4% |