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 | $24,987 | $77,634-67.8% | $156,549-84.0% | $62,891-60.3% |
| Participation rate | 60.5% | 71.2%-10.7pp | 84.0%-23.5pp | 69.3%-8.8pp |
| Annual return | 6.14% | 50.32%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $726 | $3,444-78.9% | $5,501-86.8% | $2,281-68.2% |
| Participant deferral / active EE | $1,038 | $3,045-65.9% | $4,871-78.7% | $3,203-67.6% |
| Admin fee / account holder | $6,298 | $5,561+13.3% | $13,027-51.7% | $4,296+46.6% |