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 | $28,072 | $60,124-53.3% | $90,404-68.9% | $79,858-64.8% |
| Participation rate | 60.0% | 65.0%-5.0pp | 72.7%-12.7pp | 69.6%-9.6pp |
| Annual return | 18.19% | 71.94%-53.8pp | 1293.02%-1274.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,450 | $2,068-29.9% | $3,262-55.6% | $2,471-41.3% |
| Participant deferral / active EE | $2,935 | $2,938-0.1% | $3,963-25.9% | $3,740-21.5% |
| Admin fee / account holder | $672 | $3,976-83.1% | $5,611-88.0% | $5,306-87.3% |