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 5-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 | $23,368 | $89,753-74.0% | $107,525-78.3% | $84,808-72.4% |
| Participation rate | 65.9% | 68.1%-2.2pp | 75.1%-9.2pp | 68.3%-2.5pp |
| Annual return | 20.81% | 29.48%-8.7pp | 181.32%-160.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,306 | $3,113-58.1% | $3,754-65.2% | $2,631-50.4% |
| Participant deferral / active EE | $2,937 | $4,056-27.6% | $5,116-42.6% | $4,212-30.3% |
| Admin fee / account holder | $502 | $7,222-93.1% | $8,919-94.4% | $7,344-93.2% |