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 | $19,417 | $77,634-75.0% | $156,549-87.6% | $62,891-69.1% |
| Participation rate | 40.2% | 71.2%-31.0pp | 84.0%-43.8pp | 69.3%-29.1pp |
| Annual return | 6.83% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $371 | $3,444-89.2% | $5,501-93.3% | $2,281-83.7% |
| Participant deferral / active EE | $1,058 | $3,045-65.2% | $4,871-78.3% | $3,203-67.0% |
| Admin fee / account holder | $457 | $5,561-91.8% | $13,027-96.5% | $4,296-89.4% |