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 | $14,242 | $117,983-87.9% | $101,794-86.0% | $142,382-90.0% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.2%-12.0pp | 80.1%-23.0pp |
| Annual return | 11.76% | 36.92%-25.2pp | 30.53%-18.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $672 | $2,773-75.8% | $2,289-70.6% | $4,299-84.4% |
| Participant deferral / active EE | $1,645 | $4,714-65.1% | $4,084-59.7% | $6,507-74.7% |
| Admin fee / account holder | $623,566 | $10,433+5876.6% | $8,777+7004.5% | $12,624+4839.6% |