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 | $15,076 | $85,202-82.3% | $172,739-91.3% | $72,985-79.3% |
| Participation rate | 50.6% | 70.1%-19.4pp | 82.6%-32.0pp | 69.5%-18.9pp |
| Annual return | 19.99% | 27.32%-7.3pp | 802.84%-782.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,098 | $3,324-67.0% | $5,143-78.6% | $2,440-55.0% |
| Participant deferral / active EE | $1,434 | $3,260-56.0% | $5,198-72.4% | $3,607-60.3% |
| Admin fee / account holder | $2,464 | $5,884-58.1% | $13,954-82.3% | $5,124-51.9% |