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 | $24,881 | $53,127-53.2% | $86,590-71.3% | $70,131-64.5% |
| Participation rate | 47.9% | 65.3%-17.4pp | 73.5%-25.7pp | 69.5%-21.7pp |
| Annual return | 17.57% | 27.66%-10.1pp | 964.84%-947.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $431 | $2,068-79.2% | $2,839-84.8% | $2,342-81.6% |
| Participant deferral / active EE | $1,156 | $2,696-57.1% | $3,609-68.0% | $3,332-65.3% |
| Admin fee / account holder | $5,331 | $3,585+48.7% | $4,906+8.7% | $4,645+14.8% |