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 | $25,237 | $118,919-78.8% | $88,538-71.5% | $152,861-83.5% |
| Participation rate | 54.5% | 73.4%-18.8pp | 68.7%-14.2pp | 82.4%-27.9pp |
| Annual return | 23.95% | 47.92%-24.0pp | 43.64%-19.7pp | 345.32%-321.4pp |
| Employer contribution / active EE | $569 | $2,669-78.7% | $2,098-72.9% | $4,762-88.1% |
| Participant deferral / active EE | $2,085 | $3,549-41.2% | $2,914-28.4% | $5,850-64.4% |
| Admin fee / account holder | $910 | $5,876-84.5% | $4,310-78.9% | $11,596-92.2% |