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 | $22,010 | $103,376-78.7% | $87,100-74.7% | $152,861-85.6% |
| Participation rate | 35.7% | 79.3%-43.6pp | 76.9%-41.2pp | 82.4%-46.7pp |
| Annual return | 25.85% | 28.10%-2.2pp | 28.19%-2.3pp | 345.32%-319.5pp |
| Employer contribution / active EE | $642 | $3,220-80.1% | $2,521-74.5% | $4,762-86.5% |
| Participant deferral / active EE | $2,552 | $4,778-46.6% | $4,049-37.0% | $5,850-56.4% |
| Admin fee / account holder | $879 | $12,205-92.8% | $7,497-88.3% | $11,596-92.4% |