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 | $40,629 | $49,922-18.6% | $80,569-49.6% | $75,163-45.9% |
| Participation rate | 21.5% | 55.3%-33.8pp | 67.0%-45.5pp | 67.2%-45.7pp |
| Annual return | 21.08% | 34.69%-13.6pp | 935.43%-914.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $380 | $1,698-77.6% | $2,723-86.1% | $2,670-85.8% |
| Participant deferral / active EE | $2,174 | $2,990-27.3% | $4,447-51.1% | $4,125-47.3% |
| Admin fee / account holder | $5,270 | $3,577+47.3% | $5,377-2.0% | $5,651-6.7% |