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 | $16,225 | $53,127-69.5% | $86,590-81.3% | $70,131-76.9% |
| Participation rate | 55.2% | 65.3%-10.1pp | 73.5%-18.4pp | 69.5%-14.4pp |
| Annual return | 16.10% | 27.66%-11.6pp | 964.84%-948.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $240 | $2,068-88.4% | $2,839-91.5% | $2,342-89.7% |
| Participant deferral / active EE | $1,099 | $2,696-59.2% | $3,609-69.5% | $3,332-67.0% |
| Admin fee / account holder | $826 | $3,585-77.0% | $4,906-83.2% | $4,645-82.2% |