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 | $27,369 | $65,409-58.2% | $98,442-72.2% | $85,850-68.1% |
| Participation rate | 38.3% | 65.0%-26.7pp | 73.3%-35.0pp | 69.3%-31.0pp |
| Annual return | 17.49% | 21.76%-4.3pp | 1492.73%-1475.2pp | 318.53%-301.0pp |
| Employer contribution / active EE | $741 | $2,168-65.8% | $2,960-74.9% | $2,565-71.1% |
| Participant deferral / active EE | $1,196 | $3,166-62.2% | $4,276-72.0% | $3,952-69.7% |
| Admin fee / account holder | $3,702 | $4,593-19.4% | $5,949-37.8% | $6,260-40.9% |