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 | $23,028 | $79,449-71.0% | $189,557-87.9% | $85,850-73.2% |
| Participation rate | 61.4% | 66.0%-4.6pp | 78.4%-17.1pp | 69.3%-8.0pp |
| Annual return | 12.22% | 18.45%-6.2pp | 64.17%-52.0pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,065 | $2,081-48.8% | $4,412-75.9% | $2,565-58.5% |
| Participant deferral / active EE | $1,915 | $4,051-52.7% | $6,174-69.0% | $3,952-51.5% |
| Admin fee / account holder | $6,712 | $5,377+24.8% | $9,807-31.6% | $6,260+7.2% |