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 | $18,995 | $87,540-78.3% | $75,781-74.9% | $125,391-84.9% |
| Participation rate | 57.9% | 80.2%-22.3pp | 75.8%-17.9pp | 83.2%-25.3pp |
| Annual return | -2.35% | 13.48%-15.8pp | 9.68%-12.0pp | 282.22%-284.6pp |
| Employer contribution / active EE | $874 | $3,930-77.8% | $3,323-73.7% | $4,866-82.0% |
| Participant deferral / active EE | $1,464 | $4,229-65.4% | $3,651-59.9% | $5,352-72.6% |
| Admin fee / account holder | $2,337 | $6,502-64.1% | $5,299-55.9% | $9,540-75.5% |