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 | $9,977 | $77,899-87.2% | $149,673-93.3% | $75,163-86.7% |
| Participation rate | 64.9% | 65.6%-0.7pp | 78.8%-13.9pp | 67.2%-2.3pp |
| Annual return | 13.79% | 31.72%-17.9pp | 134.42%-120.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $539 | $3,137-82.8% | $4,818-88.8% | $2,670-79.8% |
| Participant deferral / active EE | $1,722 | $3,411-49.5% | $5,680-69.7% | $4,125-58.3% |
| Admin fee / account holder | $1,844 | $5,956-69.0% | $13,210-86.0% | $5,651-67.4% |