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 | $16,987 | $76,000-77.6% | $154,107-89.0% | $64,186-73.5% |
| Participation rate | 58.6% | 70.4%-11.8pp | 83.0%-24.4pp | 69.6%-10.9pp |
| Annual return | 10.02% | 30.32%-20.3pp | 735.12%-725.1pp | 7.63%+2.4pp |
| Employer contribution / active EE | $1,058 | $3,351-68.4% | $5,298-80.0% | $2,381-55.6% |
| Participant deferral / active EE | $1,305 | $3,175-58.9% | $5,081-74.3% | $3,470-62.4% |
| Admin fee / account holder | $3,322 | $5,596-40.6% | $13,411-75.2% | $4,888-32.0% |