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 7-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 | $28,054 | $88,751-68.4% | $81,812-65.7% | $145,922-80.8% |
| Participation rate | 31.8% | 75.0%-43.2pp | 72.3%-40.5pp | 80.3%-48.5pp |
| Annual return | 11.87% | 1025.40%-1013.5pp | 773.79%-761.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $654 | $3,083-78.8% | $2,912-77.5% | $4,660-86.0% |
| Participant deferral / active EE | $828 | $4,643-82.2% | $4,319-80.8% | $6,688-87.6% |
| Admin fee / account holder | $327 | $8,415-96.1% | $7,386-95.6% | $13,397-97.6% |