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 | $27,080 | $53,127-49.0% | $86,590-68.7% | $70,131-61.4% |
| Participation rate | 48.1% | 65.3%-17.2pp | 73.5%-25.5pp | 69.5%-21.5pp |
| Annual return | 16.82% | 27.66%-10.8pp | 964.84%-948.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $451 | $2,068-78.2% | $2,839-84.1% | $2,342-80.7% |
| Participant deferral / active EE | $939 | $2,696-65.2% | $3,609-74.0% | $3,332-71.8% |
| Admin fee / account holder | $1,998 | $3,585-44.3% | $4,906-59.3% | $4,645-57.0% |