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 | $16,174 | $95,416-83.0% | $185,823-91.3% | $85,850-81.2% |
| Participation rate | 47.5% | 68.8%-21.3pp | 81.7%-34.2pp | 69.3%-21.8pp |
| Annual return | 11.53% | 23.59%-12.1pp | 122.05%-110.5pp | 318.53%-307.0pp |
| Employer contribution / active EE | $887 | $3,314-73.2% | $5,167-82.8% | $2,565-65.4% |
| Participant deferral / active EE | $2,323 | $3,423-32.2% | $5,568-58.3% | $3,952-41.2% |
| Admin fee / account holder | $3,406 | $7,213-52.8% | $16,237-79.0% | $6,260-45.6% |