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 | $27,692 | $90,600-69.4% | $79,464-65.2% | $135,375-79.5% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | 7.81% | 977.43%-969.6pp | 718.14%-710.3pp | 519.73%-511.9pp |
| Employer contribution / active EE | $755 | $3,068-75.4% | $2,800-73.0% | $4,779-84.2% |
| Participant deferral / active EE | $1,511 | $4,050-62.7% | $3,704-59.2% | $5,609-73.1% |
| Admin fee / account holder | $3,207 | $5,907-45.7% | $5,113-37.3% | $10,827-70.4% |