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 | $24,979 | $56,114-55.5% | $96,139-74.0% | $85,850-70.9% |
| Participation rate | 28.3% | 56.7%-28.4pp | 68.4%-40.1pp | 69.3%-41.0pp |
| Annual return | 13.74% | 42.30%-28.6pp | 191.94%-178.2pp | 318.53%-304.8pp |
| Employer contribution / active EE | $544 | $1,620-66.4% | $2,797-80.6% | $2,565-78.8% |
| Participant deferral / active EE | $1,426 | $2,859-50.1% | $4,349-67.2% | $3,952-63.9% |
| Admin fee / account holder | $2,318 | $3,768-38.5% | $5,537-58.1% | $6,260-63.0% |