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 | $21,147 | $55,453-61.9% | $170,442-87.6% | $62,292-66.1% |
| Participation rate | 47.1% | 66.4%-19.3pp | 83.6%-36.5pp | 69.5%-22.5pp |
| Annual return | 21.23% | 21.38%-0.1pp | 205.93%-184.7pp | 28.90%-7.7pp |
| Employer contribution / active EE | $329 | $2,164-84.8% | $5,433-93.9% | $2,042-83.9% |
| Participant deferral / active EE | $2,235 | $2,303-3.0% | $4,939-54.8% | $3,169-29.5% |
| Admin fee / account holder | $376 | $455-17.4% | $13,880-97.3% | $479-21.6% |