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 8-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 | $30,451 | $48,750-37.5% | $88,946-65.8% | $74,304-59.0% |
| Participation rate | 26.5% | 44.5%-18.0pp | 68.8%-42.3pp | 60.3%-33.8pp |
| Annual return | 14.97% | 25.91%-10.9pp | 57.82%-42.8pp | 29.43%-14.5pp |
| Employer contribution / active EE | $605 | $1,255-51.8% | $2,555-76.3% | $2,241-73.0% |
| Participant deferral / active EE | $1,298 | $2,423-46.4% | $4,581-71.7% | $3,767-65.5% |
| Admin fee / account holder | $16,443 | $3,756+337.8% | $8,261+99.0% | $2,969+453.9% |