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 | $51,372 | $63,346-18.9% | $92,233-44.3% | $70,131-26.7% |
| Participation rate | 48.6% | 68.7%-20.1pp | 76.5%-27.9pp | 69.5%-21.0pp |
| Annual return | 19.15% | 530.12%-511.0pp | 176.28%-157.1pp | 73.14%-54.0pp |
| Employer contribution / active EE | $928 | $2,471-62.4% | $3,679-74.8% | $2,342-60.4% |
| Participant deferral / active EE | $2,298 | $2,854-19.5% | $3,897-41.0% | $3,332-31.0% |
| Admin fee / account holder | $334 | $3,840-91.3% | $5,194-93.6% | $4,645-92.8% |