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 | $17,946 | $53,127-66.2% | $86,590-79.3% | $70,131-74.4% |
| Participation rate | 53.8% | 65.3%-11.5pp | 73.5%-19.7pp | 69.5%-15.7pp |
| Annual return | 22.21% | 27.66%-5.4pp | 964.84%-942.6pp | 73.14%-50.9pp |
| Employer contribution / active EE | $1,317 | $2,068-36.3% | $2,839-53.6% | $2,342-43.8% |
| Participant deferral / active EE | $1,554 | $2,696-42.3% | $3,609-56.9% | $3,332-53.3% |
| Admin fee / account holder | $7,492 | $3,585+109.0% | $4,906+52.7% | $4,645+61.3% |