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 | $26,270 | $57,281-54.1% | $86,612-69.7% | $75,163-65.0% |
| Participation rate | 58.1% | 63.2%-5.1pp | 71.7%-13.6pp | 67.2%-9.1pp |
| Annual return | 19.93% | 2670.75%-2650.8pp | 591.07%-571.1pp | 160.62%-140.7pp |
| Employer contribution / active EE | $573 | $2,314-75.3% | $3,022-81.1% | $2,670-78.5% |
| Participant deferral / active EE | $3,316 | $3,3180% | $4,438-25.3% | $4,125-19.6% |
| Admin fee / account holder | $1,223 | $4,112-70.2% | $5,614-78.2% | $5,651-78.4% |