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 | $21,763 | $95,266-77.2% | $82,389-73.6% | $142,382-84.7% |
| Participation rate | 47.8% | 74.5%-26.6pp | 69.5%-21.7pp | 80.1%-32.3pp |
| Annual return | 13.11% | 25.74%-12.6pp | 28.67%-15.6pp | 217.08%-204.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,508 | $4,809-68.6% | $4,155-63.7% | $6,507-76.8% |
| Admin fee / account holder | $353 | $8,563-95.9% | $7,231-95.1% | $12,624-97.2% |