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 | $25,170 | $58,208-56.8% | $81,812-69.2% | $80,856-68.9% |
| Participation rate | 57.8% | 63.4%-5.6pp | 72.3%-14.6pp | 67.6%-9.9pp |
| Annual return | 12.86% | 41.66%-28.8pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $783 | $2,340-66.5% | $2,912-73.1% | $2,755-71.6% |
| Participant deferral / active EE | $1,332 | $3,281-59.4% | $4,319-69.2% | $4,296-69.0% |
| Admin fee / account holder | $861 | $4,981-82.7% | $7,386-88.3% | $6,918-87.6% |