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 | $27,526 | $34,934-21.2% | $56,411-51.2% | $74,495-63.0% |
| Participation rate | 30.7% | 32.8%-2.1pp | 52.5%-21.8pp | 67.2%-36.5pp |
| Annual return | 15.67% | 25.94%-10.3pp | 1701.33%-1685.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $284 | $609-53.4% | $1,039-72.7% | $2,623-89.2% |
| Participant deferral / active EE | $1,419 | $1,170+21.3% | $1,952-27.3% | $4,346-67.3% |
| Admin fee / account holder | $1,850 | $2,364-21.7% | $2,829-34.6% | $1,942-4.7% |