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 | $23,055 | $48,570-52.5% | $130,648-82.4% | $72,985-68.4% |
| Participation rate | 42.9% | 58.6%-15.7pp | 71.7%-28.9pp | 69.5%-26.6pp |
| Annual return | 46.25% | 38.63%+7.6pp | 1708.96%-1662.7pp | 81.00%-34.8pp |
| Employer contribution / active EE | $823 | $1,334-38.3% | $4,092-79.9% | $2,440-66.3% |
| Participant deferral / active EE | $1,549 | $2,384-35.0% | $3,603-57.0% | $3,607-57.1% |
| Admin fee / account holder | $6,118 | $3,549+72.4% | $5,464+12.0% | $5,124+19.4% |