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 | $21,512 | $51,576-58.3% | $129,207-83.4% | $80,856-73.4% |
| Participation rate | 48.1% | 57.0%-8.9pp | 69.6%-21.6pp | 67.6%-19.6pp |
| Annual return | 14.53% | 20.81%-6.3pp | 9417.33%-9402.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $660 | $1,584-58.3% | $4,153-84.1% | $2,755-76.0% |
| Participant deferral / active EE | $2,079 | $2,669-22.1% | $4,168-50.1% | $4,296-51.6% |
| Admin fee / account holder | $1,149 | $4,305-73.3% | $7,715-85.1% | $6,918-83.4% |