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 | $52,530 | $52,884-0.7% | $84,750-38.0% | $55,167-4.8% |
| Participation rate | 35.1% | 67.5%-32.4pp | 76.6%-41.5pp | 69.0%-33.9pp |
| Annual return | 7.18% | 18.03%-10.9pp | 22.78%-15.6pp | 169.23%-162.0pp |
| Employer contribution / active EE | $751 | $2,233-66.4% | $3,574-79.0% | $1,963-61.7% |
| Participant deferral / active EE | $1,751 | $2,644-33.8% | $3,712-52.8% | $3,054-42.7% |
| Admin fee / account holder | $2,394 | $581+312.3% | $5,332-55.1% | $504+375.2% |