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 | $24,591 | $77,899-68.4% | $149,673-83.6% | $75,163-67.3% |
| Participation rate | 69.0% | 65.6%+3.4pp | 78.8%-9.8pp | 67.2%+1.8pp |
| Annual return | 13.41% | 31.72%-18.3pp | 134.42%-121.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,172 | $3,137-62.6% | $4,818-75.7% | $2,670-56.1% |
| Participant deferral / active EE | $1,893 | $3,411-44.5% | $5,680-66.7% | $4,125-54.1% |
| Admin fee / account holder | $7,969 | $5,956+33.8% | $13,210-39.7% | $5,651+41.0% |