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 | $27,173 | $27,915-2.7% | $58,482-53.5% | $75,163-63.8% |
| Participation rate | 23.5% | 38.8%-15.3pp | 50.9%-27.3pp | 67.2%-43.7pp |
| Annual return | 15.81% | 44.20%-28.4pp | 4239.32%-4223.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $492 | $669-26.5% | $1,053-53.3% | $2,670-81.6% |
| Participant deferral / active EE | $657 | $1,201-45.3% | $1,924-65.9% | $4,125-84.1% |
| Admin fee / account holder | $1,061 | $1,726-38.5% | $2,516-57.8% | $5,651-81.2% |