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 5-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 | $24,209 | $56,317-57.0% | $71,209-66.0% | $74,304-67.4% |
| Participation rate | 33.3% | 55.1%-21.8pp | 73.8%-40.4pp | 60.3%-27.0pp |
| Annual return | 15.69% | 42.83%-27.1pp | 282.51%-266.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $528 | $2,160-75.6% | $2,721-80.6% | $2,241-76.4% |
| Participant deferral / active EE | $1,550 | $2,788-44.4% | $4,175-62.9% | $3,767-58.9% |
| Admin fee / account holder | $824 | $2,290-64.0% | $5,349-84.6% | $2,969-72.2% |