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 | $29,304 | $58,208-49.7% | $81,812-64.2% | $80,856-63.8% |
| Participation rate | 43.5% | 63.4%-19.9pp | 72.3%-28.9pp | 67.6%-24.2pp |
| Annual return | 11.71% | 41.66%-30.0pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $471 | $2,340-79.9% | $2,912-83.8% | $2,755-82.9% |
| Participant deferral / active EE | $1,191 | $3,281-63.7% | $4,319-72.4% | $4,296-72.3% |
| Admin fee / account holder | $1,074 | $4,981-78.4% | $7,386-85.5% | $6,918-84.5% |