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 | $20,833 | $64,839-67.9% | $95,585-78.2% | $84,808-75.4% |
| Participation rate | 68.6% | 63.8%+4.8pp | 72.1%-3.5pp | 68.3%+0.3pp |
| Annual return | 21.69% | -670.96%+692.7pp | 38.56%-16.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,723 | $1,759-2.0% | $2,527-31.8% | $2,631-34.5% |
| Participant deferral / active EE | $1,660 | $2,965-44.0% | $4,023-58.7% | $4,212-60.6% |
| Admin fee / account holder | $1,708 | $5,964-71.4% | $6,127-72.1% | $7,344-76.7% |