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 | $28,033 | $118,427-76.3% | $66,042-57.6% | $142,382-80.3% |
| Participation rate | 50.0% | 68.1%-18.1pp | 67.5%-17.5pp | 80.1%-30.1pp |
| Annual return | 12.04% | 35.57%-23.5pp | 52.11%-40.1pp | 217.08%-205.0pp |
| Employer contribution / active EE | $509 | $2,570-80.2% | $1,579-67.8% | $4,299-88.2% |
| Participant deferral / active EE | $1,812 | $4,311-58.0% | $2,835-36.1% | $6,507-72.2% |
| Admin fee / account holder | $5,033 | $9,593-47.5% | $5,747-12.4% | $12,624-60.1% |