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 | $15,627 | $48,046-67.5% | $84,611-81.5% | $72,985-78.6% |
| Participation rate | 52.9% | 57.6%-4.6pp | 68.2%-15.3pp | 69.5%-16.5pp |
| Annual return | 25.97% | 37.38%-11.4pp | 258.74%-232.8pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,261 | $1,602-21.3% | $2,652-52.5% | $2,440-48.3% |
| Participant deferral / active EE | $1,986 | $2,680-25.9% | $3,899-49.1% | $3,607-45.0% |
| Admin fee / account holder | $901 | $3,395-73.5% | $4,912-81.7% | $5,124-82.4% |