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 | $19,809 | $58,208-66.0% | $81,812-75.8% | $80,856-75.5% |
| Participation rate | 25.0% | 63.4%-38.4pp | 72.3%-47.3pp | 67.6%-42.6pp |
| Annual return | 12.26% | 41.66%-29.4pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $663 | $2,340-71.7% | $2,912-77.2% | $2,755-75.9% |
| Participant deferral / active EE | $1,126 | $3,281-65.7% | $4,319-73.9% | $4,296-73.8% |
| Admin fee / account holder | $2,641 | $4,981-47.0% | $7,386-64.2% | $6,918-61.8% |