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 | $52,787 | $64,324-17.9% | $118,925-55.6% | $79,858-33.9% |
| Participation rate | 28.2% | 64.9%-36.7pp | 75.4%-47.2pp | 69.6%-41.5pp |
| Annual return | 15.55% | 86.45%-70.9pp | 35.88%-20.3pp | 31.71%-16.2pp |
| Employer contribution / active EE | $550 | $1,836-70.0% | $3,263-83.1% | $2,471-77.7% |
| Participant deferral / active EE | $1,166 | $2,824-58.7% | $4,265-72.7% | $3,740-68.8% |
| Admin fee / account holder | $14,520 | $4,040+259.4% | $6,581+120.6% | $5,306+173.6% |