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 | $28,099 | $65,409-57.0% | $98,442-71.5% | $85,850-67.3% |
| Participation rate | 60.7% | 65.0%-4.3pp | 73.3%-12.7pp | 69.3%-8.7pp |
| Annual return | 24.23% | 21.76%+2.5pp | 1492.73%-1468.5pp | 318.53%-294.3pp |
| Employer contribution / active EE | $933 | $2,168-57.0% | $2,960-68.5% | $2,565-63.6% |
| Participant deferral / active EE | $1,945 | $3,166-38.6% | $4,276-54.5% | $3,952-50.8% |
| Admin fee / account holder | $1,727 | $4,593-62.4% | $5,949-71.0% | $6,260-72.4% |