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 | $27,513 | $49,915-44.9% | $154,803-82.2% | $74,304-63.0% |
| Participation rate | 24.6% | 54.0%-29.4pp | 78.1%-53.5pp | 60.3%-35.8pp |
| Annual return | 15.46% | 34.06%-18.6pp | 58.88%-43.4pp | 29.43%-14.0pp |
| Employer contribution / active EE | $351 | $1,611-78.2% | $4,305-91.9% | $2,241-84.3% |
| Participant deferral / active EE | $619 | $2,255-72.5% | $5,540-88.8% | $3,767-83.6% |
| Admin fee / account holder | $4,312 | $2,189+97.0% | $14,329-69.9% | $2,969+45.3% |