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 | $24,772 | $102,547-75.8% | $78,210-68.3% | $147,584-83.2% |
| Participation rate | 60.9% | 74.4%-13.5pp | 68.7%-7.9pp | 82.8%-22.0pp |
| Annual return | 16.53% | 51.08%-34.5pp | 40.90%-24.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $995 | $2,617-62.0% | $2,034-51.0% | $4,876-79.6% |
| Participant deferral / active EE | $2,930 | $3,481-15.8% | $2,823+3.8% | $5,439-46.1% |
| Admin fee / account holder | $653 | $5,059-87.1% | $3,758-82.6% | $10,885-94.0% |