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 5-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 | $18,508 | $61,774-70.0% | $97,226-81.0% | $80,856-77.1% |
| Participation rate | 59.6% | 63.5%-3.9pp | 72.7%-13.0pp | 67.6%-8.0pp |
| Annual return | 14.18% | -557.90%+572.1pp | 75.13%-61.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,513 | $1,837-17.6% | $2,729-44.6% | $2,755-45.1% |
| Participant deferral / active EE | $2,279 | $3,029-24.7% | $4,264-46.5% | $4,296-46.9% |
| Admin fee / account holder | $725 | $5,166-86.0% | $5,654-87.2% | $6,918-89.5% |