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 | $30,769 | $95,416-67.8% | $185,823-83.4% | $85,850-64.2% |
| Participation rate | 60.7% | 68.8%-8.1pp | 81.7%-21.0pp | 69.3%-8.7pp |
| Annual return | 13.00% | 23.59%-10.6pp | 122.05%-109.1pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,258 | $3,314-62.0% | $5,167-75.6% | $2,565-50.9% |
| Participant deferral / active EE | $1,689 | $3,423-50.7% | $5,568-69.7% | $3,952-57.3% |
| Admin fee / account holder | $576 | $7,213-92.0% | $16,237-96.5% | $6,260-90.8% |