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 | $25,604 | $56,114-54.4% | $96,139-73.4% | $85,850-70.2% |
| Participation rate | 37.3% | 56.7%-19.4pp | 68.4%-31.1pp | 69.3%-32.0pp |
| Annual return | 13.26% | 42.30%-29.0pp | 191.94%-178.7pp | 318.53%-305.3pp |
| Employer contribution / active EE | $812 | $1,620-49.9% | $2,797-71.0% | $2,565-68.4% |
| Participant deferral / active EE | $1,388 | $2,859-51.5% | $4,349-68.1% | $3,952-64.9% |
| Admin fee / account holder | $7,385 | $3,768+96.0% | $5,537+33.4% | $6,260+18.0% |