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 | $55,382 | $121,625-54.5% | $104,607-47.1% | $158,922-65.2% |
| Participation rate | 25.0% | 77.5%-52.5pp | 74.1%-49.1pp | 82.0%-57.0pp |
| Annual return | 7.82% | 465.26%-457.4pp | 340.46%-332.6pp | 302.83%-295.0pp |
| Employer contribution / active EE | $1,275 | $3,163-59.7% | $2,681-52.4% | $4,761-73.2% |
| Participant deferral / active EE | $1,275 | $4,177-69.5% | $3,740-65.9% | $5,982-78.7% |
| Admin fee / account holder | $1,275 | $7,787-83.6% | $6,473-80.3% | $11,246-88.7% |