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 | $19,626 | $62,672-68.7% | $185,117-89.4% | $70,131-72.0% |
| Participation rate | 45.8% | 63.8%-17.9pp | 77.3%-31.4pp | 69.5%-23.7pp |
| Annual return | 59.72% | 40.79%+18.9pp | 40.50%+19.2pp | 73.14%-13.4pp |
| Employer contribution / active EE | $400 | $1,753-77.2% | $4,182-90.4% | $2,342-82.9% |
| Participant deferral / active EE | $2,351 | $3,272-28.1% | $5,045-53.4% | $3,332-29.4% |
| Admin fee / account holder | $613 | $3,932-84.4% | $8,159-92.5% | $4,645-86.8% |