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 | $21,792 | $91,190-76.1% | $178,490-87.8% | $79,858-72.7% |
| Participation rate | 52.0% | 69.2%-17.2pp | 81.9%-29.9pp | 69.6%-17.6pp |
| Annual return | 19.24% | 24.19%-5.0pp | 151.07%-131.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,281 | $3,256-60.7% | $5,011-74.4% | $2,471-48.2% |
| Participant deferral / active EE | $1,730 | $3,236-46.5% | $5,202-66.7% | $3,740-53.8% |
| Admin fee / account holder | $621 | $6,751-90.8% | $13,984-95.6% | $5,306-88.3% |