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 | $26,877 | $76,000-64.6% | $154,107-82.6% | $64,186-58.1% |
| Participation rate | 65.5% | 70.4%-4.9pp | 83.0%-17.5pp | 69.6%-4.1pp |
| Annual return | 5.33% | 30.32%-25.0pp | 735.12%-729.8pp | 7.63%-2.3pp |
| Employer contribution / active EE | $1,305 | $3,351-61.0% | $5,298-75.4% | $2,381-45.2% |
| Participant deferral / active EE | $1,981 | $3,175-37.6% | $5,081-61.0% | $3,470-42.9% |
| Admin fee / account holder | $5,257 | $5,596-6.1% | $13,411-60.8% | $4,888+7.6% |