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 | $10,166 | $71,829-85.8% | $69,780-85.4% | $142,382-92.9% |
| Participation rate | 40.0% | 81.6%-41.6pp | 79.3%-39.3pp | 80.1%-40.1pp |
| Annual return | 14.23% | 31.01%-16.8pp | 26.31%-12.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $778 | $4,385-82.3% | $4,168-81.3% | $4,299-81.9% |
| Participant deferral / active EE | $967 | $6,819-85.8% | $6,164-84.3% | $6,507-85.1% |
| Admin fee / account holder | $4,600 | $7,818-41.2% | $7,285-36.9% | $12,624-63.6% |