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 | $25,350 | $51,576-50.8% | $129,207-80.4% | $80,856-68.6% |
| Participation rate | 29.4% | 57.0%-27.6pp | 69.6%-40.2pp | 67.6%-38.2pp |
| Annual return | 11.19% | 20.81%-9.6pp | 9417.33%-9406.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $601 | $1,584-62.0% | $4,153-85.5% | $2,755-78.2% |
| Participant deferral / active EE | $1,683 | $2,669-36.9% | $4,168-59.6% | $4,296-60.8% |
| Admin fee / account holder | $1,758 | $4,305-59.2% | $7,715-77.2% | $6,918-74.6% |