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 | $55,558 | $83,902-33.8% | $167,512-66.8% | $84,808-34.5% |
| Participation rate | 39.1% | 66.5%-27.4pp | 77.1%-38.0pp | 68.3%-29.2pp |
| Annual return | 15.26% | 91.55%-76.3pp | 1615.79%-1600.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,123 | $2,264-50.4% | $3,882-71.1% | $2,631-57.3% |
| Participant deferral / active EE | $1,830 | $4,442-58.8% | $6,405-71.4% | $4,212-56.5% |
| Admin fee / account holder | $1,437 | $7,915-81.8% | $9,769-85.3% | $7,344-80.4% |