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 | $32,261 | $57,281-43.7% | $86,612-62.8% | $75,163-57.1% |
| Participation rate | 26.9% | 63.2%-36.3pp | 71.7%-44.8pp | 67.2%-40.3pp |
| Annual return | 15.03% | 2670.75%-2655.7pp | 591.07%-576.0pp | 160.62%-145.6pp |
| Employer contribution / active EE | $542 | $2,314-76.6% | $3,022-82.1% | $2,670-79.7% |
| Participant deferral / active EE | $1,161 | $3,318-65.0% | $4,438-73.8% | $4,125-71.8% |
| Admin fee / account holder | $5,236 | $4,112+27.3% | $5,614-6.7% | $5,651-7.3% |