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 | $25,065 | $53,516-53.2% | $126,539-80.2% | $84,808-70.4% |
| Participation rate | 25.9% | 58.2%-32.3pp | 69.8%-43.9pp | 68.3%-42.4pp |
| Annual return | 15.00% | 58.34%-43.3pp | 425.95%-410.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $369 | $1,535-76.0% | $3,674-90.0% | $2,631-86.0% |
| Participant deferral / active EE | $1,406 | $2,671-47.3% | $4,083-65.6% | $4,212-66.6% |
| Admin fee / account holder | $2,576 | $4,497-42.7% | $6,065-57.5% | $7,344-64.9% |