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 | $52,007 | $49,922+4.2% | $80,569-35.5% | $75,163-30.8% |
| Participation rate | 26.9% | 55.3%-28.4pp | 67.0%-40.1pp | 67.2%-40.3pp |
| Annual return | 19.41% | 34.69%-15.3pp | 935.43%-916.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $870 | $1,698-48.8% | $2,723-68.1% | $2,670-67.4% |
| Participant deferral / active EE | $1,938 | $2,990-35.2% | $4,447-56.4% | $4,125-53.0% |
| Admin fee / account holder | $1,591 | $3,577-55.5% | $5,377-70.4% | $5,651-71.8% |