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 | $28,021 | $83,902-66.6% | $167,512-83.3% | $84,808-67.0% |
| Participation rate | 63.4% | 66.5%-3.0pp | 77.1%-13.6pp | 68.3%-4.9pp |
| Annual return | 18.16% | 91.55%-73.4pp | 1615.79%-1597.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,393 | $2,264+5.7% | $3,882-38.4% | $2,631-9.0% |
| Participant deferral / active EE | $4,449 | $4,442+0.1% | $6,405-30.5% | $4,212+5.6% |
| Admin fee / account holder | $330 | $7,915-95.8% | $9,769-96.6% | $7,344-95.5% |