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 | $10,812 | $58,208-81.4% | $81,812-86.8% | $80,856-86.6% |
| Participation rate | 58.3% | 63.4%-5.1pp | 72.3%-14.0pp | 67.6%-9.3pp |
| Annual return | 22.18% | 41.66%-19.5pp | 773.79%-751.6pp | 35.59%-13.4pp |
| Employer contribution / active EE | $394 | $2,340-83.2% | $2,912-86.5% | $2,755-85.7% |
| Participant deferral / active EE | $1,040 | $3,281-68.3% | $4,319-75.9% | $4,296-75.8% |
| Admin fee / account holder | $468 | $4,981-90.6% | $7,386-93.7% | $6,918-93.2% |