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 | $19,512 | $91,190-78.6% | $178,490-89.1% | $79,858-75.6% |
| Participation rate | 58.1% | 69.2%-11.1pp | 81.9%-23.9pp | 69.6%-11.6pp |
| Annual return | 26.56% | 24.19%+2.4pp | 151.07%-124.5pp | 31.71%-5.2pp |
| Employer contribution / active EE | $1,437 | $3,256-55.9% | $5,011-71.3% | $2,471-41.8% |
| Participant deferral / active EE | $2,676 | $3,236-17.3% | $5,202-48.6% | $3,740-28.5% |
| Admin fee / account holder | $363 | $6,751-94.6% | $13,984-97.4% | $5,306-93.2% |