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 | $23,383 | $80,717-71.0% | $154,803-84.9% | $84,808-72.4% |
| Participation rate | 50.6% | 66.8%-16.2pp | 78.1%-27.5pp | 68.3%-17.7pp |
| Annual return | 13.57% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $603 | $2,761-78.1% | $4,305-86.0% | $2,631-77.1% |
| Participant deferral / active EE | $1,541 | $3,303-53.3% | $5,540-72.2% | $4,212-63.4% |
| Admin fee / account holder | $5,746 | $6,746-14.8% | $14,329-59.9% | $7,344-21.8% |