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 | $31,174 | $56,053-44.4% | $75,972-59.0% | $80,856-61.4% |
| Participation rate | 36.7% | 62.0%-25.3pp | 69.1%-32.3pp | 67.6%-30.9pp |
| Annual return | 13.54% | 20.53%-7.0pp | 359.55%-346.0pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,277 | $1,874-31.8% | $2,685-52.4% | $2,755-53.6% |
| Participant deferral / active EE | $2,294 | $3,052-24.8% | $4,255-46.1% | $4,296-46.6% |
| Admin fee / account holder | $1,695 | $5,234-67.6% | $6,467-73.8% | $6,918-75.5% |