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 | $28,573 | $88,751-67.8% | $81,812-65.1% | $145,922-80.4% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.3%-36.6pp | 80.3%-44.6pp |
| Annual return | 15.55% | 1025.40%-1009.9pp | 773.79%-758.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $388 | $3,083-87.4% | $2,912-86.7% | $4,660-91.7% |
| Participant deferral / active EE | $1,440 | $4,643-69.0% | $4,319-66.7% | $6,688-78.5% |
| Admin fee / account holder | $2,245 | $8,415-73.3% | $7,386-69.6% | $13,397-83.2% |