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 | $31,964 | $176,377-81.9% | $134,143-76.2% | $158,922-79.9% |
| Participation rate | 41.2% | 78.7%-37.5pp | 72.2%-31.0pp | 82.0%-40.8pp |
| Annual return | 11.60% | 63.63%-52.0pp | 36.33%-24.7pp | 302.83%-291.2pp |
| Employer contribution / active EE | $153 | $5,040-97.0% | $3,704-95.9% | $4,761-96.8% |
| Participant deferral / active EE | $1,123 | $4,091-72.6% | $3,499-67.9% | $5,982-81.2% |
| Admin fee / account holder | $5,530 | $8,718-36.6% | $6,684-17.3% | $11,246-50.8% |