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 | $20,831 | $55,415-62.4% | $155,509-86.6% | $74,495-72.0% |
| Participation rate | 30.1% | 61.9%-31.8pp | 78.2%-48.1pp | 67.2%-37.1pp |
| Annual return | 16.77% | 268.50%-251.7pp | 64.67%-47.9pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $428 | $2,267-81.1% | $4,672-90.8% | $2,623-83.7% |
| Participant deferral / active EE | $829 | $2,836-70.8% | $5,626-85.3% | $4,346-80.9% |
| Admin fee / account holder | $894 | $1,738-48.6% | $15,912-94.4% | $1,942-53.9% |