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 | $27,062 | $34,308-21.1% | $74,701-63.8% | $72,985-62.9% |
| Participation rate | 33.8% | 42.4%-8.5pp | 54.5%-20.6pp | 69.5%-35.6pp |
| Annual return | 17.74% | 26.58%-8.8pp | 752.92%-735.2pp | 81.00%-63.3pp |
| Employer contribution / active EE | $181 | $692-73.9% | $1,084-83.3% | $2,440-92.6% |
| Participant deferral / active EE | $403 | $1,271-68.3% | $1,964-79.5% | $3,607-88.8% |
| Admin fee / account holder | $3,643 | $2,124+71.5% | $3,333+9.3% | $5,124-28.9% |