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 | $23,533 | $67,984-65.4% | $65,493-64.1% | $74,304-68.3% |
| Participation rate | 60.2% | 66.3%-6.2pp | 73.1%-12.9pp | 60.3%-0.2pp |
| Annual return | 17.88% | 19.87%-2.0pp | 982.45%-964.6pp | 29.43%-11.6pp |
| Employer contribution / active EE | $726 | $2,491-70.8% | $2,574-71.8% | $2,241-67.6% |
| Participant deferral / active EE | $1,745 | $3,346-47.8% | $3,961-55.9% | $3,767-53.7% |
| Admin fee / account holder | $1,073 | $1,373-21.8% | $5,028-78.7% | $2,969-63.8% |