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 | $25,404 | $108,172-76.5% | $77,482-67.2% | $158,922-84.0% |
| Participation rate | 53.8% | 64.4%-10.6pp | 54.2%-0.3pp | 82.0%-28.1pp |
| Annual return | 8.70% | 31.67%-23.0pp | 54.79%-46.1pp | 302.83%-294.1pp |
| Employer contribution / active EE | $731 | $1,325-44.8% | $986-25.9% | $4,761-84.6% |
| Participant deferral / active EE | $2,687 | $2,456+9.4% | $1,861+44.4% | $5,982-55.1% |
| Admin fee / account holder | $5,109 | $3,708+37.8% | $2,858+78.8% | $11,246-54.6% |