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 | $31,032 | $109,327-71.6% | $89,391-65.3% | $158,922-80.5% |
| Participation rate | 20.8% | 74.3%-53.4pp | 68.0%-47.1pp | 82.0%-61.1pp |
| Annual return | 11.17% | 345.68%-334.5pp | 245.62%-234.4pp | 302.83%-291.7pp |
| Employer contribution / active EE | $476 | $3,170-85.0% | $2,586-81.6% | $4,761-90.0% |
| Participant deferral / active EE | $1,199 | $4,598-73.9% | $3,890-69.2% | $5,982-80.0% |
| Admin fee / account holder | $2,320 | $6,153-62.3% | $4,881-52.5% | $11,246-79.4% |