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 | $24,259 | $91,190-73.4% | $178,490-86.4% | $79,858-69.6% |
| Participation rate | 64.4% | 69.2%-4.8pp | 81.9%-17.5pp | 69.6%-5.2pp |
| Annual return | 18.62% | 24.19%-5.6pp | 151.07%-132.4pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,188 | $3,256-63.5% | $5,011-76.3% | $2,471-51.9% |
| Participant deferral / active EE | $1,949 | $3,236-39.8% | $5,202-62.5% | $3,740-47.9% |
| Admin fee / account holder | $716 | $6,751-89.4% | $13,984-94.9% | $5,306-86.5% |