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 5-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 | $26,914 | $71,050-62.1% | $93,606-71.2% | $80,856-66.7% |
| Participation rate | 31.6% | 60.4%-28.8pp | 68.7%-37.1pp | 67.6%-36.1pp |
| Annual return | 20.05% | 11.26%+8.8pp | 133.20%-113.1pp | 35.59%-15.5pp |
| Employer contribution / active EE | $1,198 | $1,564-23.4% | $2,420-50.5% | $2,755-56.5% |
| Participant deferral / active EE | $1,919 | $4,034-52.4% | $4,411-56.5% | $4,296-55.3% |
| Admin fee / account holder | $11,269 | $6,945+62.3% | $8,285+36.0% | $6,918+62.9% |