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 | $23,133 | $89,355-74.1% | $141,162-83.6% | $72,985-68.3% |
| Participation rate | 57.7% | 75.1%-17.4pp | 82.5%-24.8pp | 69.5%-11.8pp |
| Annual return | 80.85% | 111.85%-31.0pp | 71.39%+9.5pp | 81.00%-0.2pp |
| Employer contribution / active EE | $1,286 | $3,114-58.7% | $4,735-72.8% | $2,440-47.3% |
| Participant deferral / active EE | $3,016 | $5,418-44.3% | $6,709-55.0% | $3,607-16.4% |
| Admin fee / account holder | $533 | $5,958-91.1% | $10,261-94.8% | $5,124-89.6% |