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 | $77,690 | $83,902-7.4% | $167,512-53.6% | $84,808-8.4% |
| Participation rate | 33.8% | 66.5%-32.7pp | 77.1%-43.3pp | 68.3%-34.5pp |
| Annual return | 16.62% | 91.55%-74.9pp | 1615.79%-1599.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,012 | $2,264-55.3% | $3,882-73.9% | $2,631-61.5% |
| Participant deferral / active EE | $2,058 | $4,442-53.7% | $6,405-67.9% | $4,212-51.1% |
| Admin fee / account holder | $6,080 | $7,915-23.2% | $9,769-37.8% | $7,344-17.2% |