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 | $47,518 | $53,127-10.6% | $86,590-45.1% | $70,131-32.2% |
| Participation rate | 26.9% | 65.3%-38.4pp | 73.5%-46.6pp | 69.5%-42.6pp |
| Annual return | 17.89% | 27.66%-9.8pp | 964.84%-946.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $351 | $2,068-83.0% | $2,839-87.6% | $2,342-85.0% |
| Participant deferral / active EE | $1,121 | $2,696-58.4% | $3,609-68.9% | $3,332-66.4% |
| Admin fee / account holder | $650 | $3,585-81.9% | $4,906-86.7% | $4,645-86.0% |