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 | $31,000 | $77,899-60.2% | $149,673-79.3% | $75,163-58.8% |
| Participation rate | 58.5% | 65.6%-7.0pp | 78.8%-20.2pp | 67.2%-8.7pp |
| Annual return | 16.81% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $453 | $3,137-85.6% | $4,818-90.6% | $2,670-83.0% |
| Participant deferral / active EE | $1,382 | $3,411-59.5% | $5,680-75.7% | $4,125-66.5% |
| Admin fee / account holder | $20,606 | $5,956+245.9% | $13,210+56.0% | $5,651+264.6% |