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 | $24,753 | $103,376-76.1% | $87,100-71.6% | $152,861-83.8% |
| Participation rate | 56.3% | 79.3%-23.1pp | 76.9%-20.6pp | 82.4%-26.2pp |
| Annual return | 23.47% | 28.10%-4.6pp | 28.19%-4.7pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,601 | $3,220-50.3% | $2,521-36.5% | $4,762-66.4% |
| Participant deferral / active EE | $1,939 | $4,778-59.4% | $4,049-52.1% | $5,850-66.9% |
| Admin fee / account holder | $575 | $12,205-95.3% | $7,497-92.3% | $11,596-95.0% |