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 | $21,763 | $51,576-57.8% | $129,207-83.2% | $80,856-73.1% |
| Participation rate | 23.2% | 57.0%-33.8pp | 69.6%-46.4pp | 67.6%-44.4pp |
| Annual return | 13.02% | 20.81%-7.8pp | 9417.33%-9404.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $664 | $1,584-58.1% | $4,153-84.0% | $2,755-75.9% |
| Participant deferral / active EE | $929 | $2,669-65.2% | $4,168-77.7% | $4,296-78.4% |
| Admin fee / account holder | $4,676 | $4,305+8.6% | $7,715-39.4% | $6,918-32.4% |