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 | $20,869 | $150,187-86.1% | $120,354-82.7% | $145,922-85.7% |
| Participation rate | 63.6% | 78.8%-15.1pp | 71.9%-8.3pp | 80.3%-16.6pp |
| Annual return | 12.44% | 154.07%-141.6pp | 107.15%-94.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,229 | $4,348-71.7% | $3,463-64.5% | $4,660-73.6% |
| Participant deferral / active EE | $1,757 | $6,173-71.5% | $4,991-64.8% | $6,688-73.7% |
| Admin fee / account holder | $2,625 | $12,207-78.5% | $9,423-72.1% | $13,397-80.4% |