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 | $27,652 | $98,240-71.9% | $82,313-66.4% | $147,584-81.3% |
| Participation rate | 52.4% | 79.7%-27.3pp | 76.9%-24.5pp | 82.8%-30.4pp |
| Annual return | 16.96% | 30.85%-13.9pp | 25.88%-8.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $979 | $3,192-69.3% | $2,428-59.7% | $4,876-79.9% |
| Participant deferral / active EE | $2,185 | $4,383-50.2% | $3,706-41.0% | $5,439-59.8% |
| Admin fee / account holder | $477 | $8,563-94.4% | $5,608-91.5% | $10,885-95.6% |