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 | $28,173 | $85,202-66.9% | $172,739-83.7% | $72,985-61.4% |
| Participation rate | 39.8% | 70.1%-30.3pp | 82.6%-42.9pp | 69.5%-29.7pp |
| Annual return | 26.02% | 27.32%-1.3pp | 802.84%-776.8pp | 81.00%-55.0pp |
| Employer contribution / active EE | $556 | $3,324-83.3% | $5,143-89.2% | $2,440-77.2% |
| Participant deferral / active EE | $1,190 | $3,260-63.5% | $5,198-77.1% | $3,607-67.0% |
| Admin fee / account holder | $913 | $5,884-84.5% | $13,954-93.5% | $5,124-82.2% |