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 7-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 | $27,017 | $52,380-48.4% | $98,755-72.6% | $85,850-68.5% |
| Participation rate | 32.0% | 58.0%-26.0pp | 65.7%-33.7pp | 69.3%-37.3pp |
| Annual return | 13.27% | 25.82%-12.5pp | 49.91%-36.6pp | 318.53%-305.3pp |
| Employer contribution / active EE | $665 | $1,337-50.3% | $2,067-67.9% | $2,565-74.1% |
| Participant deferral / active EE | $1,681 | $2,101-20.0% | $3,035-44.6% | $3,952-57.5% |
| Admin fee / account holder | $960 | $3,865-75.2% | $4,076-76.5% | $6,260-84.7% |