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 | $32,976 | $85,202-61.3% | $172,739-80.9% | $72,985-54.8% |
| Participation rate | 36.1% | 70.1%-34.0pp | 82.6%-46.6pp | 69.5%-33.4pp |
| Annual return | 23.99% | 27.32%-3.3pp | 802.84%-778.9pp | 81.00%-57.0pp |
| Employer contribution / active EE | $541 | $3,324-83.7% | $5,143-89.5% | $2,440-77.8% |
| Participant deferral / active EE | $1,590 | $3,260-51.2% | $5,198-69.4% | $3,607-55.9% |
| Admin fee / account holder | $1,897 | $5,884-67.8% | $13,954-86.4% | $5,124-63.0% |