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 | $26,969 | $158,398-83.0% | $126,539-78.7% | $142,382-81.1% |
| Participation rate | 53.3% | 75.8%-22.5pp | 69.8%-16.5pp | 80.1%-26.8pp |
| Annual return | 13.62% | 593.76%-580.1pp | 425.95%-412.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $888 | $4,650-80.9% | $3,674-75.8% | $4,299-79.3% |
| Participant deferral / active EE | $4,118 | $4,767-13.6% | $4,083+0.9% | $6,507-36.7% |
| Admin fee / account holder | $13,400 | $6,918+93.7% | $6,065+121.0% | $12,624+6.2% |