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 | $28,437 | $77,813-63.5% | $123,544-77.0% | $64,186-55.7% |
| Participation rate | 35.7% | 74.7%-39.0pp | 82.3%-46.6pp | 69.6%-33.9pp |
| Annual return | 61.10% | 12.48%+48.6pp | 119.20%-58.1pp | 7.63%+53.5pp |
| Employer contribution / active EE | $893 | $3,014-70.4% | $4,628-80.7% | $2,381-62.5% |
| Participant deferral / active EE | $2,953 | $5,240-43.7% | $6,426-54.1% | $3,470-14.9% |
| Admin fee / account holder | $1,034 | $5,519-81.3% | $9,284-88.9% | $4,888-78.8% |