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 | $27,556 | $56,114-50.9% | $96,139-71.3% | $85,850-67.9% |
| Participation rate | 45.8% | 56.7%-10.9pp | 68.4%-22.6pp | 69.3%-23.5pp |
| Annual return | 12.84% | 42.30%-29.5pp | 191.94%-179.1pp | 318.53%-305.7pp |
| Employer contribution / active EE | $856 | $1,620-47.2% | $2,797-69.4% | $2,565-66.6% |
| Participant deferral / active EE | $1,393 | $2,859-51.3% | $4,349-68.0% | $3,952-64.7% |
| Admin fee / account holder | $4,422 | $3,768+17.3% | $5,537-20.1% | $6,260-29.4% |