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 | $21,803 | $91,190-76.1% | $178,490-87.8% | $79,858-72.7% |
| Participation rate | 53.6% | 69.2%-15.6pp | 81.9%-28.3pp | 69.6%-16.0pp |
| Annual return | 23.94% | 24.19%-0.2pp | 151.07%-127.1pp | 31.71%-7.8pp |
| Employer contribution / active EE | $1,268 | $3,256-61.1% | $5,011-74.7% | $2,471-48.7% |
| Participant deferral / active EE | $1,726 | $3,236-46.7% | $5,202-66.8% | $3,740-53.8% |
| Admin fee / account holder | $1,243 | $6,751-81.6% | $13,984-91.1% | $5,306-76.6% |