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 | $48,737 | $60,323-19.2% | $81,812-40.4% | $74,495-34.6% |
| Participation rate | 33.9% | 62.9%-28.9pp | 72.3%-38.4pp | 67.2%-33.3pp |
| Annual return | 15.85% | 16.90%-1.0pp | 773.79%-757.9pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,115 | $2,620-57.5% | $2,912-61.7% | $2,623-57.5% |
| Participant deferral / active EE | $2,270 | $3,387-33.0% | $4,319-47.4% | $4,346-47.8% |
| Admin fee / account holder | $6,496 | $1,486+337.2% | $7,386-12.0% | $1,942+234.5% |