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 | $23,876 | $99,877-76.1% | $84,966-71.9% | $145,922-83.6% |
| Participation rate | 38.5% | 74.1%-35.6pp | 67.5%-29.0pp | 80.3%-41.8pp |
| Annual return | 15.98% | 83.76%-67.8pp | 66.38%-50.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $710 | $3,231-78.0% | $2,727-74.0% | $4,660-84.8% |
| Participant deferral / active EE | $2,894 | $5,291-45.3% | $4,519-36.0% | $6,688-56.7% |
| Admin fee / account holder | $3,152 | $7,248-56.5% | $6,149-48.7% | $13,397-76.5% |