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 | $26,803 | $60,124-55.4% | $90,404-70.4% | $79,858-66.4% |
| Participation rate | 58.4% | 65.0%-6.5pp | 72.7%-14.2pp | 69.6%-11.2pp |
| Annual return | 12.40% | 71.94%-59.5pp | 1293.02%-1280.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,001 | $2,068-51.6% | $3,262-69.3% | $2,471-59.5% |
| Participant deferral / active EE | $1,570 | $2,938-46.6% | $3,963-60.4% | $3,740-58.0% |
| Admin fee / account holder | $6,714 | $3,976+68.8% | $5,611+19.7% | $5,306+26.5% |