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 | $32,575 | $65,561-50.3% | $86,188-62.2% | $75,163-56.7% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.0%-19.0pp | 67.2%-17.2pp |
| Annual return | 25.42% | 46.05%-20.6pp | 1168.45%-1143.0pp | 160.62%-135.2pp |
| Employer contribution / active EE | $1,063 | $1,553-31.6% | $2,380-55.3% | $2,670-60.2% |
| Participant deferral / active EE | $1,859 | $3,024-38.5% | $3,985-53.4% | $4,125-54.9% |
| Admin fee / account holder | $1,132 | $5,474-79.3% | $6,852-83.5% | $5,651-80.0% |