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 | $20,848 | $115,770-82.0% | $101,248-79.4% | $158,922-86.9% |
| Participation rate | 52.6% | 79.4%-26.7pp | 75.8%-23.2pp | 82.0%-29.3pp |
| Annual return | 18.23% | 56.14%-37.9pp | 46.47%-28.2pp | 302.83%-284.6pp |
| Employer contribution / active EE | $749 | $4,175-82.1% | $3,660-79.5% | $4,761-84.3% |
| Participant deferral / active EE | $2,037 | $4,957-58.9% | $4,370-53.4% | $5,982-65.9% |
| Admin fee / account holder | $6,704 | $7,245-7.5% | $5,945+12.8% | $11,246-40.4% |