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 | $22,922 | $63,346-63.8% | $92,233-75.1% | $70,131-67.3% |
| Participation rate | 68.4% | 68.7%-0.3pp | 76.5%-8.1pp | 69.5%-1.1pp |
| Annual return | 16.27% | 530.12%-513.8pp | 176.28%-160.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,974 | $2,471-20.1% | $3,679-46.4% | $2,342-15.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,859 | $3,840-51.6% | $5,194-64.2% | $4,645-60.0% |