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 6-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 | $27,043 | $77,314-65.0% | $177,989-84.8% | $80,856-66.6% |
| Participation rate | 69.0% | 65.7%+3.3pp | 77.1%-8.0pp | 67.6%+1.4pp |
| Annual return | 11.71% | 18.09%-6.4pp | 294.48%-282.8pp | 35.59%-23.9pp |
| Employer contribution / active EE | $679 | $2,292-70.4% | $3,949-82.8% | $2,755-75.3% |
| Participant deferral / active EE | $2,783 | $4,411-36.9% | $6,276-55.7% | $4,296-35.2% |
| Admin fee / account holder | $656 | $7,191-90.9% | $10,363-93.7% | $6,918-90.5% |