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 | $26,924 | $77,314-65.2% | $177,989-84.9% | $80,856-66.7% |
| Participation rate | 62.5% | 65.7%-3.2pp | 77.1%-14.6pp | 67.6%-5.1pp |
| Annual return | 13.49% | 18.09%-4.6pp | 294.48%-281.0pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,462 | $2,292-36.2% | $3,949-63.0% | $2,755-46.9% |
| Participant deferral / active EE | $2,880 | $4,411-34.7% | $6,276-54.1% | $4,296-33.0% |
| Admin fee / account holder | $2,171 | $7,191-69.8% | $10,363-79.0% | $6,918-68.6% |