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 | $18,736 | $85,202-78.0% | $172,739-89.2% | $72,985-74.3% |
| Participation rate | 64.7% | 70.1%-5.4pp | 82.6%-17.9pp | 69.5%-4.8pp |
| Annual return | 21.65% | 27.32%-5.7pp | 802.84%-781.2pp | 81.00%-59.3pp |
| Employer contribution / active EE | $890 | $3,324-73.2% | $5,143-82.7% | $2,440-63.5% |
| Participant deferral / active EE | $1,329 | $3,260-59.2% | $5,198-74.4% | $3,607-63.1% |
| Admin fee / account holder | $829 | $5,884-85.9% | $13,954-94.1% | $5,124-83.8% |