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 | $17,742 | $62,672-71.7% | $185,117-90.4% | $70,131-74.7% |
| Participation rate | 57.1% | 63.8%-6.6pp | 77.3%-20.1pp | 69.5%-12.4pp |
| Annual return | 59.21% | 40.79%+18.4pp | 40.50%+18.7pp | 73.14%-13.9pp |
| Employer contribution / active EE | $1,261 | $1,753-28.1% | $4,182-69.8% | $2,342-46.2% |
| Participant deferral / active EE | $1,504 | $3,272-54.0% | $5,045-70.2% | $3,332-54.9% |
| Admin fee / account holder | $660 | $3,932-83.2% | $8,159-91.9% | $4,645-85.8% |