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 | $62,633 | $82,630-24.2% | $64,105-2.3% | $125,391-50.0% |
| Participation rate | 40.0% | 75.9%-35.9pp | 68.2%-28.2pp | 83.2%-43.2pp |
| Annual return | 1.49% | 1489.72%-1488.2pp | 791.24%-789.8pp | 282.22%-280.7pp |
| Employer contribution / active EE | $409 | $2,671-84.7% | $1,820-77.5% | $4,866-91.6% |
| Participant deferral / active EE | $818 | $3,608-77.3% | $2,822-71.0% | $5,352-84.7% |
| Admin fee / account holder | $979 | $6,382-84.7% | $4,499-78.2% | $9,540-89.7% |