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 | $25,496 | $48,750-47.7% | $88,946-71.3% | $74,304-65.7% |
| Participation rate | 23.5% | 44.5%-21.0pp | 68.8%-45.3pp | 60.3%-36.8pp |
| Annual return | 283.52% | 25.91%+257.6pp | 57.82%+225.7pp | 29.43%+254.1pp |
| Employer contribution / active EE | $407 | $1,255-67.6% | $2,555-84.1% | $2,241-81.8% |
| Participant deferral / active EE | $607 | $2,423-74.9% | $4,581-86.7% | $3,767-83.9% |
| Admin fee / account holder | $1,152 | $3,756-69.3% | $8,261-86.1% | $2,969-61.2% |