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 | $24,558 | $84,233-70.8% | $170,442-85.6% | $70,131-65.0% |
| Participation rate | 64.5% | 70.8%-6.3pp | 83.6%-19.1pp | 69.5%-5.0pp |
| Annual return | 16.68% | 23.06%-6.4pp | 205.93%-189.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,116 | $3,387-67.0% | $5,433-79.5% | $2,342-52.3% |
| Participant deferral / active EE | $1,550 | $3,086-49.8% | $4,939-68.6% | $3,332-53.5% |
| Admin fee / account holder | $687 | $5,698-87.9% | $13,880-95.1% | $4,645-85.2% |