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 | $28,503 | $81,248-64.9% | $155,509-81.7% | $80,856-64.7% |
| Participation rate | 55.8% | 66.2%-10.5pp | 78.2%-22.4pp | 67.6%-11.9pp |
| Annual return | 14.14% | 33.31%-19.2pp | 64.67%-50.5pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,046 | $3,100-66.3% | $4,672-77.6% | $2,755-62.0% |
| Participant deferral / active EE | $1,777 | $3,452-48.5% | $5,626-68.4% | $4,296-58.6% |
| Admin fee / account holder | $2,876 | $7,997-64.0% | $15,912-81.9% | $6,918-58.4% |