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 | $41,498 | $60,124-31.0% | $90,404-54.1% | $79,858-48.0% |
| Participation rate | 63.5% | 65.0%-1.5pp | 72.7%-9.2pp | 69.6%-6.1pp |
| Annual return | 13.04% | 71.94%-58.9pp | 1293.02%-1280.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $404 | $2,068-80.4% | $3,262-87.6% | $2,471-83.6% |
| Participant deferral / active EE | $2,589 | $2,938-11.9% | $3,963-34.7% | $3,740-30.8% |
| Admin fee / account holder | $6,233 | $3,976+56.7% | $5,611+11.1% | $5,306+17.5% |