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 | $38,566 | $63,114-38.9% | $92,893-58.5% | $65,185-40.8% |
| Participation rate | 54.3% | 68.8%-14.5pp | 76.0%-21.7pp | 70.2%-15.9pp |
| Annual return | 18.44% | 28.75%-10.3pp | 109.41%-91.0pp | 29.38%-10.9pp |
| Employer contribution / active EE | $686 | $2,571-73.3% | $3,653-81.2% | $2,177-68.5% |
| Participant deferral / active EE | $1,551 | $3,108-50.1% | $4,236-63.4% | $3,514-55.9% |
| Admin fee / account holder | $8,326 | $624+1235.2% | $5,794+43.7% | $847+883.0% |