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 | $20,054 | $95,416-79.0% | $185,823-89.2% | $85,850-76.6% |
| Participation rate | 43.9% | 68.8%-24.9pp | 81.7%-37.8pp | 69.3%-25.4pp |
| Annual return | 18.84% | 23.59%-4.7pp | 122.05%-103.2pp | 318.53%-299.7pp |
| Employer contribution / active EE | $1,075 | $3,314-67.6% | $5,167-79.2% | $2,565-58.1% |
| Participant deferral / active EE | $1,725 | $3,423-49.6% | $5,568-69.0% | $3,952-56.3% |
| Admin fee / account holder | $1,446 | $7,213-80.0% | $16,237-91.1% | $6,260-76.9% |