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 | $15,750 | $84,233-81.3% | $170,442-90.8% | $70,131-77.5% |
| Participation rate | 40.3% | 70.8%-30.6pp | 83.6%-43.3pp | 69.5%-29.3pp |
| Annual return | 19.77% | 23.06%-3.3pp | 205.93%-186.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $880 | $3,387-74.0% | $5,433-83.8% | $2,342-62.5% |
| Participant deferral / active EE | $1,958 | $3,086-36.5% | $4,939-60.4% | $3,332-41.2% |
| Admin fee / account holder | $1,930 | $5,698-66.1% | $13,880-86.1% | $4,645-58.5% |