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 | $33,067 | $54,517-39.3% | $75,972-56.5% | $74,495-55.6% |
| Participation rate | 37.6% | 60.3%-22.7pp | 69.1%-31.5pp | 67.2%-29.6pp |
| Annual return | 14.00% | 31.82%-17.8pp | 359.55%-345.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $466 | $1,777-73.8% | $2,685-82.6% | $2,623-82.2% |
| Participant deferral / active EE | $1,307 | $3,066-57.4% | $4,255-69.3% | $4,346-69.9% |
| Admin fee / account holder | $451 | $2,229-79.7% | $6,467-93.0% | $1,942-76.8% |