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 | $41,214 | $98,750-58.3% | $149,696-72.5% | $79,858-48.4% |
| Participation rate | 63.6% | 75.8%-12.1pp | 82.5%-18.8pp | 69.6%-6.0pp |
| Annual return | 26.15% | 27.43%-1.3pp | 276.60%-250.4pp | 31.71%-5.6pp |
| Employer contribution / active EE | $845 | $3,216-73.7% | $4,644-81.8% | $2,471-65.8% |
| Participant deferral / active EE | $3,086 | $5,680-45.7% | $6,842-54.9% | $3,740-17.5% |
| Admin fee / account holder | $4,736 | $6,053-21.8% | $9,309-49.1% | $5,306-10.8% |