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 | $63,985 | $127,777-49.9% | $106,548-39.9% | $167,490-61.8% |
| Participation rate | 68.8% | 78.3%-9.5pp | 76.1%-7.4pp | 82.1%-13.4pp |
| Annual return | 8.84% | 33.87%-25.0pp | 26.80%-18.0pp | 478.56%-469.7pp |
| Employer contribution / active EE | $1,546 | $3,427-54.9% | $2,819-45.1% | $4,837-68.0% |
| Participant deferral / active EE | $0 | $5,087-100.0% | $4,398-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,306 | $11,228-88.4% | $7,407-82.4% | $12,309-89.4% |