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 | $22,201 | $112,881-80.3% | $90,951-75.6% | $158,922-86.0% |
| Participation rate | 47.4% | 74.7%-27.4pp | 69.0%-21.6pp | 82.0%-34.6pp |
| Annual return | 26.90% | 215.79%-188.9pp | 134.60%-107.7pp | 302.83%-275.9pp |
| Employer contribution / active EE | $960 | $2,893-66.8% | $2,122-54.7% | $4,761-79.8% |
| Participant deferral / active EE | $2,349 | $4,128-43.1% | $3,373-30.4% | $5,982-60.7% |
| Admin fee / account holder | $21,047 | $8,041+161.8% | $5,959+253.2% | $11,246+87.2% |