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 | $40,303 | $39,019+3.3% | $80,716-50.1% | $85,850-53.1% |
| Participation rate | 16.1% | 41.5%-25.4pp | 54.2%-38.0pp | 69.3%-53.2pp |
| Annual return | 13.58% | 26.27%-12.7pp | 87.28%-73.7pp | 318.53%-305.0pp |
| Employer contribution / active EE | $279 | $722-61.4% | $1,160-76.0% | $2,565-89.1% |
| Participant deferral / active EE | $455 | $1,326-65.7% | $2,146-78.8% | $3,952-88.5% |
| Admin fee / account holder | $1,389 | $2,431-42.9% | $3,380-58.9% | $6,260-77.8% |