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 | $24,573 | $77,314-68.2% | $177,989-86.2% | $80,856-69.6% |
| Participation rate | 59.3% | 65.7%-6.4pp | 77.1%-17.8pp | 67.6%-8.4pp |
| Annual return | 12.39% | 18.09%-5.7pp | 294.48%-282.1pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,878 | $2,292-18.1% | $3,949-52.4% | $2,755-31.8% |
| Participant deferral / active EE | $3,742 | $4,411-15.2% | $6,276-40.4% | $4,296-12.9% |
| Admin fee / account holder | $850 | $7,191-88.2% | $10,363-91.8% | $6,918-87.7% |