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 | $16,757 | $76,000-78.0% | $154,107-89.1% | $64,186-73.9% |
| Participation rate | 69.4% | 70.4%-1.1pp | 83.0%-13.7pp | 69.6%-0.2pp |
| Annual return | -6.98% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,072 | $3,351-68.0% | $5,298-79.8% | $2,381-55.0% |
| Participant deferral / active EE | $1,058 | $3,175-66.7% | $5,081-79.2% | $3,470-69.5% |
| Admin fee / account holder | $919 | $5,596-83.6% | $13,411-93.1% | $4,888-81.2% |