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 | $23,075 | $85,202-72.9% | $172,739-86.6% | $72,985-68.4% |
| Participation rate | 43.4% | 70.1%-26.6pp | 82.6%-39.2pp | 69.5%-26.1pp |
| Annual return | 24.06% | 27.32%-3.3pp | 802.84%-778.8pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,091 | $3,324-67.2% | $5,143-78.8% | $2,440-55.3% |
| Participant deferral / active EE | $1,678 | $3,260-48.5% | $5,198-67.7% | $3,607-53.5% |
| Admin fee / account holder | $2,305 | $5,884-60.8% | $13,954-83.5% | $5,124-55.0% |