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 | $26,247 | $101,069-74.0% | $81,478-67.8% | $147,584-82.2% |
| Participation rate | 35.7% | 74.5%-38.7pp | 68.0%-32.2pp | 82.8%-47.1pp |
| Annual return | 11.78% | 32.40%-20.6pp | 38.78%-27.0pp | 578.55%-566.8pp |
| Employer contribution / active EE | $588 | $3,205-81.6% | $2,568-77.1% | $4,876-87.9% |
| Participant deferral / active EE | $1,030 | $4,242-75.7% | $3,537-70.9% | $5,439-81.1% |
| Admin fee / account holder | $6,039 | $5,812+3.9% | $4,561+32.4% | $10,885-44.5% |