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 | $26,958 | $39,798-32.3% | $67,711-60.2% | $59,632-54.8% |
| Participation rate | 60.4% | 57.4%+3.1pp | 67.5%-7.1pp | 68.7%-8.2pp |
| Annual return | -1.61% | 89.94%-91.5pp | 25.41%-27.0pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,163 | $1,393-16.5% | $2,559-54.5% | $2,203-47.2% |
| Participant deferral / active EE | $1,755 | $2,335-24.9% | $3,585-51.1% | $3,192-45.0% |
| Admin fee / account holder | $1,733 | $3,212-46.0% | $4,255-59.3% | $4,297-59.7% |