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 | $20,847 | $107,934-80.7% | $91,989-77.3% | $152,861-86.4% |
| Participation rate | 64.7% | 81.2%-16.5pp | 78.6%-13.9pp | 82.4%-17.7pp |
| Annual return | 26.47% | 89.24%-62.8pp | 69.02%-42.5pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,728 | $4,210-59.0% | $3,452-49.9% | $4,762-63.7% |
| Participant deferral / active EE | $2,460 | $6,364-61.3% | $5,923-58.5% | $5,850-58.0% |
| Admin fee / account holder | $744 | $10,520-92.9% | $7,743-90.4% | $11,596-93.6% |