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 | $14,533 | $77,634-81.3% | $156,549-90.7% | $62,891-76.9% |
| Participation rate | 52.5% | 71.2%-18.7pp | 84.0%-31.5pp | 69.3%-16.8pp |
| Annual return | 5.67% | 50.32%-44.6pp | 32.23%-26.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $994 | $3,444-71.1% | $5,501-81.9% | $2,281-56.4% |
| Participant deferral / active EE | $875 | $3,045-71.3% | $4,871-82.0% | $3,203-72.7% |
| Admin fee / account holder | $5,108 | $5,561-8.2% | $13,027-60.8% | $4,296+18.9% |