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 | $27,490 | $55,415-50.4% | $155,509-82.3% | $74,495-63.1% |
| Participation rate | 57.9% | 61.9%-4.1pp | 78.2%-20.3pp | 67.2%-9.3pp |
| Annual return | 19.24% | 268.50%-249.3pp | 64.67%-45.4pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $1,068 | $2,267-52.9% | $4,672-77.1% | $2,623-59.3% |
| Participant deferral / active EE | $2,440 | $2,836-14.0% | $5,626-56.6% | $4,346-43.9% |
| Admin fee / account holder | $6,267 | $1,738+260.5% | $15,912-60.6% | $1,942+222.7% |