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 | $30,703 | $91,538-66.5% | $129,995-76.4% | $75,163-59.2% |
| Participation rate | 62.0% | 71.4%-9.4pp | 78.5%-16.5pp | 67.2%-5.2pp |
| Annual return | 16.86% | -631.11%+648.0pp | -137.18%+154.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,683 | $2,845-40.9% | $4,320-61.0% | $2,670-37.0% |
| Participant deferral / active EE | $2,562 | $4,341-41.0% | $5,820-56.0% | $4,125-37.9% |
| Admin fee / account holder | $3,867 | $6,790-43.1% | $10,614-63.6% | $5,651-31.6% |