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 | $25,271 | $85,202-70.3% | $172,739-85.4% | $72,985-65.4% |
| Participation rate | 68.4% | 70.1%-1.6pp | 82.6%-14.2pp | 69.5%-1.1pp |
| Annual return | 21.53% | 27.32%-5.8pp | 802.84%-781.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $775 | $3,324-76.7% | $5,143-84.9% | $2,440-68.2% |
| Participant deferral / active EE | $1,584 | $3,260-51.4% | $5,198-69.5% | $3,607-56.1% |
| Admin fee / account holder | $376 | $5,884-93.6% | $13,954-97.3% | $5,124-92.7% |