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 | $23,897 | $85,202-72.0% | $172,739-86.2% | $72,985-67.3% |
| Participation rate | 50.9% | 70.1%-19.2pp | 82.6%-31.7pp | 69.5%-18.6pp |
| Annual return | 19.57% | 27.32%-7.8pp | 802.84%-783.3pp | 81.00%-61.4pp |
| Employer contribution / active EE | $637 | $3,324-80.8% | $5,143-87.6% | $2,440-73.9% |
| Participant deferral / active EE | $1,530 | $3,260-53.1% | $5,198-70.6% | $3,607-57.6% |
| Admin fee / account holder | $1,238 | $5,884-79.0% | $13,954-91.1% | $5,124-75.8% |