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 | $27,190 | $63,346-57.1% | $92,233-70.5% | $70,131-61.2% |
| Participation rate | 32.0% | 68.7%-36.7pp | 76.5%-44.5pp | 69.5%-37.5pp |
| Annual return | 18.78% | 530.12%-511.3pp | 176.28%-157.5pp | 73.14%-54.4pp |
| Employer contribution / active EE | $737 | $2,471-70.2% | $3,679-80.0% | $2,342-68.6% |
| Participant deferral / active EE | $1,628 | $2,854-43.0% | $3,897-58.2% | $3,332-51.1% |
| Admin fee / account holder | $504 | $3,840-86.9% | $5,194-90.3% | $4,645-89.2% |