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 | $28,942 | $55,415-47.8% | $155,509-81.4% | $74,495-61.1% |
| Participation rate | 66.0% | 61.9%+4.1pp | 78.2%-12.2pp | 67.2%-1.2pp |
| Annual return | 13.52% | 268.50%-255.0pp | 64.67%-51.1pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,105 | $2,267-51.3% | $4,672-76.4% | $2,623-57.9% |
| Participant deferral / active EE | $1,473 | $2,836-48.0% | $5,626-73.8% | $4,346-66.1% |
| Admin fee / account holder | $2,517 | $1,738+44.8% | $15,912-84.2% | $1,942+29.6% |