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 3-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 | $19,884 | $117,841-83.1% | $102,423-80.6% | $145,922-86.4% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 10.90% | 31.65%-20.7pp | 29.32%-18.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,584 | $3,615-56.2% | $3,023-47.6% | $4,660-66.0% |
| Participant deferral / active EE | $6,899 | $5,731+20.4% | $5,053+36.5% | $6,688+3.2% |
| Admin fee / account holder | $359 | $13,326-97.3% | $9,451-96.2% | $13,397-97.3% |