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 | $26,462 | $85,202-68.9% | $172,739-84.7% | $72,985-63.7% |
| Participation rate | 36.8% | 70.1%-33.3pp | 82.6%-45.9pp | 69.5%-32.7pp |
| Annual return | 21.35% | 27.32%-6.0pp | 802.84%-781.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $568 | $3,324-82.9% | $5,143-89.0% | $2,440-76.7% |
| Participant deferral / active EE | $1,889 | $3,260-42.1% | $5,198-63.7% | $3,607-47.6% |
| Admin fee / account holder | $1,705 | $5,884-71.0% | $13,954-87.8% | $5,124-66.7% |