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 | $20,847 | $110,257-81.1% | $96,544-78.4% | $139,434-85.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 20.33% | 26.32%-6.0pp | 25.84%-5.5pp | 372.94%-352.6pp |
| Employer contribution / active EE | $848 | $3,620-76.6% | $2,965-71.4% | $4,751-82.2% |
| Participant deferral / active EE | $1,959 | $5,548-64.7% | $4,851-59.6% | $6,710-70.8% |
| Admin fee / account holder | $5,747 | $11,591-50.4% | $8,252-30.4% | $11,403-49.6% |