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 | $29,000 | $77,634-62.6% | $156,549-81.5% | $62,891-53.9% |
| Participation rate | 44.8% | 71.2%-26.4pp | 84.0%-39.2pp | 69.3%-24.5pp |
| Annual return | 6.09% | 50.32%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $704 | $3,444-79.6% | $5,501-87.2% | $2,281-69.1% |
| Participant deferral / active EE | $1,591 | $3,045-47.7% | $4,871-67.3% | $3,203-50.3% |
| Admin fee / account holder | $2,059 | $5,561-63.0% | $13,027-84.2% | $4,296-52.1% |