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 5-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 | $12,951 | $48,230-73.1% | $67,502-80.8% | $80,856-84.0% |
| Participation rate | 43.8% | 66.4%-22.6pp | 72.9%-29.1pp | 67.6%-23.9pp |
| Annual return | 28.31% | 18.28%+10.0pp | 3512.12%-3483.8pp | 35.59%-7.3pp |
| Employer contribution / active EE | $1,037 | $2,020-48.7% | $2,731-62.0% | $2,755-62.4% |
| Participant deferral / active EE | $2,730 | $2,924-6.6% | $4,000-31.7% | $4,296-36.4% |
| Admin fee / account holder | $373 | $3,681-89.9% | $3,998-90.7% | $6,918-94.6% |