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 | $24,112 | $77,899-69.0% | $149,673-83.9% | $75,163-67.9% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 19.84% | 31.72%-11.9pp | 134.42%-114.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,737 | $3,137-44.6% | $4,818-63.9% | $2,670-34.9% |
| Participant deferral / active EE | $2,066 | $3,411-39.4% | $5,680-63.6% | $4,125-49.9% |
| Admin fee / account holder | $740 | $5,956-87.6% | $13,210-94.4% | $5,651-86.9% |