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 | $15,358 | $127,264-87.9% | $109,895-86.0% | $167,490-90.8% |
| Participation rate | 44.4% | 77.9%-33.4pp | 74.2%-29.8pp | 82.1%-37.7pp |
| Annual return | 8.30% | 22.97%-14.7pp | 29.45%-21.2pp | 478.56%-470.3pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $892 | $4,514-80.2% | $4,048-78.0% | $6,341-85.9% |
| Admin fee / account holder | $6,419 | $7,114-9.8% | $6,066+5.8% | $12,309-47.8% |