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 | $19,406 | $49,922-61.1% | $80,569-75.9% | $75,163-74.2% |
| Participation rate | 61.8% | 55.3%+6.5pp | 67.0%-5.2pp | 67.2%-5.4pp |
| Annual return | 27.45% | 34.69%-7.2pp | 935.43%-908.0pp | 160.62%-133.2pp |
| Employer contribution / active EE | $1,334 | $1,698-21.5% | $2,723-51.0% | $2,670-50.0% |
| Participant deferral / active EE | $1,872 | $2,990-37.4% | $4,447-57.9% | $4,125-54.6% |
| Admin fee / account holder | $6,679 | $3,577+86.7% | $5,377+24.2% | $5,651+18.2% |