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 | $17,651 | $84,233-79.0% | $170,442-89.6% | $70,131-74.8% |
| Participation rate | 69.0% | 70.8%-1.8pp | 83.6%-14.6pp | 69.5%-0.5pp |
| Annual return | 20.16% | 23.06%-2.9pp | 205.93%-185.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $1,163 | $3,387-65.7% | $5,433-78.6% | $2,342-50.4% |
| Participant deferral / active EE | $1,694 | $3,086-45.1% | $4,939-65.7% | $3,332-49.1% |
| Admin fee / account holder | $754 | $5,698-86.8% | $13,880-94.6% | $4,645-83.8% |