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 | $18,112 | $101,069-82.1% | $81,478-77.8% | $147,584-87.7% |
| Participation rate | 42.1% | 74.5%-32.3pp | 68.0%-25.9pp | 82.8%-40.7pp |
| Annual return | 15.69% | 32.40%-16.7pp | 38.78%-23.1pp | 578.55%-562.9pp |
| Employer contribution / active EE | $766 | $3,205-76.1% | $2,568-70.2% | $4,876-84.3% |
| Participant deferral / active EE | $1,602 | $4,242-62.2% | $3,537-54.7% | $5,439-70.5% |
| Admin fee / account holder | $1,285 | $5,812-77.9% | $4,561-71.8% | $10,885-88.2% |