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 | $18,503 | $53,516-65.4% | $126,539-85.4% | $84,808-78.2% |
| Participation rate | 63.9% | 58.2%+5.7pp | 69.8%-5.9pp | 68.3%-4.4pp |
| Annual return | 13.29% | 58.34%-45.0pp | 425.95%-412.7pp | 40.90%-27.6pp |
| Employer contribution / active EE | $359 | $1,535-76.6% | $3,674-90.2% | $2,631-86.4% |
| Participant deferral / active EE | $1,292 | $2,671-51.6% | $4,083-68.3% | $4,212-69.3% |
| Admin fee / account holder | $9,107 | $4,497+102.5% | $6,065+50.2% | $7,344+24.0% |