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 | $55,286 | $55,453-0.3% | $170,442-67.6% | $62,292-11.2% |
| Participation rate | 7.8% | 66.4%-58.6pp | 83.6%-75.8pp | 69.5%-61.7pp |
| Annual return | 12.80% | 21.38%-8.6pp | 205.93%-193.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $359 | $2,164-83.4% | $5,433-93.4% | $2,042-82.4% |
| Participant deferral / active EE | $813 | $2,303-64.7% | $4,939-83.5% | $3,169-74.3% |
| Admin fee / account holder | $647 | $455+42.3% | $13,880-95.3% | $479+35.1% |