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 | $26,144 | $70,428-62.9% | $96,562-72.9% | $85,850-69.5% |
| Participation rate | 52.2% | 61.8%-9.6pp | 69.8%-17.6pp | 69.3%-17.1pp |
| Annual return | 12.59% | 18.59%-6.0pp | 37.78%-25.2pp | 318.53%-305.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,332 | $2,894+15.2% | $3,849-13.4% | $3,952-15.7% |
| Admin fee / account holder | $1,842 | $4,997-63.1% | $6,181-70.2% | $6,260-70.6% |