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 | $25,251 | $56,199-55.1% | $67,652-62.7% | $59,632-57.7% |
| Participation rate | 69.6% | 71.5%-1.8pp | 75.7%-6.0pp | 68.7%+1.0pp |
| Annual return | 0.76% | 18505.31%-18504.6pp | 6625.04%-6624.3pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,016 | $1,614-37.1% | $2,266-55.2% | $2,203-53.9% |
| Participant deferral / active EE | $1,514 | $2,844-46.8% | $3,560-57.5% | $3,192-52.6% |
| Admin fee / account holder | $2,276 | $3,958-42.5% | $4,821-52.8% | $4,297-47.0% |