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 | $29,891 | $89,355-66.5% | $141,162-78.8% | $72,985-59.0% |
| Participation rate | 69.7% | 75.1%-5.4pp | 82.5%-12.8pp | 69.5%+0.2pp |
| Annual return | 25.71% | 111.85%-86.1pp | 71.39%-45.7pp | 81.00%-55.3pp |
| Employer contribution / active EE | $646 | $3,114-79.3% | $4,735-86.4% | $2,440-73.5% |
| Participant deferral / active EE | $4,862 | $5,418-10.3% | $6,709-27.5% | $3,607+34.8% |
| Admin fee / account holder | $10,635 | $5,958+78.5% | $10,261+3.6% | $5,124+107.5% |