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 | $20,406 | $85,202-76.1% | $172,739-88.2% | $72,985-72.0% |
| Participation rate | 54.7% | 70.1%-15.4pp | 82.6%-28.0pp | 69.5%-14.8pp |
| Annual return | 17.57% | 27.32%-9.7pp | 802.84%-785.3pp | 81.00%-63.4pp |
| Employer contribution / active EE | $519 | $3,324-84.4% | $5,143-89.9% | $2,440-78.7% |
| Participant deferral / active EE | $1,297 | $3,260-60.2% | $5,198-75.1% | $3,607-64.1% |
| Admin fee / account holder | $318 | $5,884-94.6% | $13,954-97.7% | $5,124-93.8% |