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 | $64,346 | $85,202-24.5% | $172,739-62.7% | $72,985-11.8% |
| Participation rate | 9.8% | 70.1%-60.3pp | 82.6%-72.9pp | 69.5%-59.7pp |
| Annual return | 20.89% | 27.32%-6.4pp | 802.84%-782.0pp | 81.00%-60.1pp |
| Employer contribution / active EE | $880 | $3,324-73.5% | $5,143-82.9% | $2,440-63.9% |
| Participant deferral / active EE | $1,653 | $3,260-49.3% | $5,198-68.2% | $3,607-54.2% |
| Admin fee / account holder | $14,726 | $5,884+150.3% | $13,954+5.5% | $5,124+187.4% |