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 | $24,489 | $99,918-75.5% | $81,382-69.9% | $145,922-83.2% |
| Participation rate | 42.9% | 74.2%-31.3pp | 69.5%-26.6pp | 80.3%-37.4pp |
| Annual return | 11.37% | 34.32%-22.9pp | 24.73%-13.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $969 | $2,978-67.5% | $2,463-60.6% | $4,660-79.2% |
| Participant deferral / active EE | $1,692 | $4,605-63.3% | $3,883-56.4% | $6,688-74.7% |
| Admin fee / account holder | $16,139 | $8,212+96.5% | $5,768+179.8% | $13,397+20.5% |