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 | $56,549 | $83,902-32.6% | $167,512-66.2% | $84,808-33.3% |
| Participation rate | 51.5% | 66.5%-14.9pp | 77.1%-25.5pp | 68.3%-16.8pp |
| Annual return | 16.74% | 91.55%-74.8pp | 1615.79%-1599.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $511 | $2,264-77.4% | $3,882-86.8% | $2,631-80.6% |
| Participant deferral / active EE | $3,139 | $4,442-29.3% | $6,405-51.0% | $4,212-25.5% |
| Admin fee / account holder | $6,796 | $7,915-14.1% | $9,769-30.4% | $7,344-7.5% |