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 | $24,607 | $159,901-84.6% | $146,958-83.3% | $145,922-83.1% |
| Participation rate | 46.2% | 84.0%-37.8pp | 82.2%-36.0pp | 80.3%-34.1pp |
| Annual return | 12.67% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,779 | $8,428-67.0% | $8,070-65.6% | $6,688-58.4% |
| Admin fee / account holder | $1,516 | $15,044-89.9% | $12,998-88.3% | $13,397-88.7% |