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 | $27,000 | $118,680-77.2% | $98,907-72.7% | $158,922-83.0% |
| Participation rate | 69.2% | 77.8%-8.6pp | 76.0%-6.8pp | 82.0%-12.7pp |
| Annual return | 6.76% | 372.35%-365.6pp | 196.43%-189.7pp | 302.83%-296.1pp |
| Employer contribution / active EE | $1,250 | $3,333-62.5% | $2,689-53.5% | $4,761-73.7% |
| Participant deferral / active EE | $2,119 | $5,088-58.3% | $4,244-50.1% | $5,982-64.6% |
| Admin fee / account holder | $2,731 | $10,131-73.0% | $6,642-58.9% | $11,246-75.7% |