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 | $26,958 | $102,966-73.8% | $90,281-70.1% | $152,861-82.4% |
| Participation rate | 53.8% | 75.9%-22.0pp | 73.3%-19.4pp | 82.4%-28.6pp |
| Annual return | 16.55% | 95.16%-78.6pp | 78.10%-61.5pp | 345.32%-328.8pp |
| Employer contribution / active EE | $395 | $3,139-87.4% | $2,854-86.2% | $4,762-91.7% |
| Participant deferral / active EE | $1,275 | $4,281-70.2% | $3,885-67.2% | $5,850-78.2% |
| Admin fee / account holder | $1,240 | $6,171-79.9% | $5,351-76.8% | $11,596-89.3% |