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 6-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 | $26,602 | $51,175-48.0% | $70,515-62.3% | $75,163-64.6% |
| Participation rate | 38.3% | 60.9%-22.6pp | 68.3%-30.1pp | 67.2%-28.9pp |
| Annual return | 22.61% | 30.02%-7.4pp | 32.77%-10.2pp | 160.62%-138.0pp |
| Employer contribution / active EE | $676 | $1,826-63.0% | $2,973-77.3% | $2,670-74.7% |
| Participant deferral / active EE | $1,695 | $2,849-40.5% | $4,567-62.9% | $4,125-58.9% |
| Admin fee / account holder | $2,044 | $4,091-50.0% | $6,412-68.1% | $5,651-63.8% |