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 | $61,455 | $83,902-26.8% | $167,512-63.3% | $84,808-27.5% |
| Participation rate | 42.3% | 66.5%-24.2pp | 77.1%-34.7pp | 68.3%-26.0pp |
| Annual return | 14.04% | 91.55%-77.5pp | 1615.79%-1601.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,594 | $2,264-29.6% | $3,882-58.9% | $2,631-39.4% |
| Participant deferral / active EE | $2,154 | $4,442-51.5% | $6,405-66.4% | $4,212-48.8% |
| Admin fee / account holder | $13,812 | $7,915+74.5% | $9,769+41.4% | $7,344+88.1% |