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 | $29,608 | $65,041-54.5% | $90,951-67.4% | $79,858-62.9% |
| Participation rate | 55.2% | 61.6%-6.4pp | 69.0%-13.8pp | 69.6%-14.5pp |
| Annual return | 13.13% | 30.45%-17.3pp | 134.60%-121.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $507 | $1,247-59.3% | $2,122-76.1% | $2,471-79.5% |
| Participant deferral / active EE | $1,293 | $2,512-48.5% | $3,373-61.7% | $3,740-65.4% |
| Admin fee / account holder | $1,272 | $4,536-72.0% | $5,959-78.7% | $5,306-76.0% |