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 | $32,329 | $81,632-60.4% | $70,449-54.1% | $158,922-79.7% |
| Participation rate | 25.0% | 77.7%-52.7pp | 75.1%-50.1pp | 82.0%-57.0pp |
| Annual return | 18.39% | 208.40%-190.0pp | 109.03%-90.6pp | 302.83%-284.4pp |
| Employer contribution / active EE | $684 | $3,217-78.7% | $2,737-75.0% | $4,761-85.6% |
| Participant deferral / active EE | $2,313 | $4,554-49.2% | $3,709-37.6% | $5,982-61.3% |
| Admin fee / account holder | $1,593 | $6,193-74.3% | $3,845-58.6% | $11,246-85.8% |