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 | $30,451 | $49,915-39.0% | $154,803-80.3% | $74,304-59.0% |
| Participation rate | 40.0% | 54.0%-14.0pp | 78.1%-38.1pp | 60.3%-20.3pp |
| Annual return | 15.43% | 34.06%-18.6pp | 58.88%-43.4pp | 29.43%-14.0pp |
| Employer contribution / active EE | $722 | $1,611-55.2% | $4,305-83.2% | $2,241-67.8% |
| Participant deferral / active EE | $1,686 | $2,255-25.2% | $5,540-69.6% | $3,767-55.2% |
| Admin fee / account holder | $10,555 | $2,189+382.2% | $14,329-26.3% | $2,969+255.5% |