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 | $28,521 | $85,202-66.5% | $172,739-83.5% | $72,985-60.9% |
| Participation rate | 58.2% | 70.1%-11.9pp | 82.6%-24.5pp | 69.5%-11.3pp |
| Annual return | 25.02% | 27.32%-2.3pp | 802.84%-777.8pp | 81.00%-56.0pp |
| Employer contribution / active EE | $963 | $3,324-71.0% | $5,143-81.3% | $2,440-60.5% |
| Participant deferral / active EE | $2,358 | $3,260-27.7% | $5,198-54.6% | $3,607-34.6% |
| Admin fee / account holder | $4,249 | $5,884-27.8% | $13,954-69.6% | $5,124-17.1% |