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 | $25,620 | $53,127-51.8% | $86,590-70.4% | $70,131-63.5% |
| Participation rate | 44.4% | 65.3%-20.9pp | 73.5%-29.1pp | 69.5%-25.1pp |
| Annual return | 16.49% | 27.66%-11.2pp | 964.84%-948.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $382 | $2,068-81.5% | $2,839-86.6% | $2,342-83.7% |
| Participant deferral / active EE | $852 | $2,696-68.4% | $3,609-76.4% | $3,332-74.4% |
| Admin fee / account holder | $1,608 | $3,585-55.1% | $4,906-67.2% | $4,645-65.4% |