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 | $21,570 | $85,202-74.7% | $172,739-87.5% | $72,985-70.4% |
| Participation rate | 67.8% | 70.1%-2.3pp | 82.6%-14.9pp | 69.5%-1.7pp |
| Annual return | 30.18% | 27.32%+2.9pp | 802.84%-772.7pp | 81.00%-50.8pp |
| Employer contribution / active EE | $951 | $3,324-71.4% | $5,143-81.5% | $2,440-61.0% |
| Participant deferral / active EE | $1,925 | $3,260-41.0% | $5,198-63.0% | $3,607-46.6% |
| Admin fee / account holder | $849 | $5,884-85.6% | $13,954-93.9% | $5,124-83.4% |