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 | $12,920 | $49,915-74.1% | $154,803-91.7% | $74,304-82.6% |
| Participation rate | 47.4% | 54.0%-6.5pp | 78.1%-30.6pp | 60.3%-12.9pp |
| Annual return | 13.18% | 34.06%-20.9pp | 58.88%-45.7pp | 29.43%-16.2pp |
| Employer contribution / active EE | $587 | $1,611-63.5% | $4,305-86.4% | $2,241-73.8% |
| Participant deferral / active EE | $834 | $2,255-63.0% | $5,540-85.0% | $3,767-77.9% |
| Admin fee / account holder | $3,815 | $2,189+74.3% | $14,329-73.4% | $2,969+28.5% |