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 | $28,454 | $58,208-51.1% | $81,812-65.2% | $80,856-64.8% |
| Participation rate | 67.6% | 63.4%+4.2pp | 72.3%-4.8pp | 67.6%-0.1pp |
| Annual return | 12.46% | 41.66%-29.2pp | 773.79%-761.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,059 | $2,340-54.7% | $2,912-63.6% | $2,755-61.5% |
| Participant deferral / active EE | $1,431 | $3,281-56.4% | $4,319-66.9% | $4,296-66.7% |
| Admin fee / account holder | $395 | $4,981-92.1% | $7,386-94.7% | $6,918-94.3% |