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 | $14,670 | $44,850-67.3% | $60,547-75.8% | $59,632-75.4% |
| Participation rate | 43.8% | 59.5%-15.7pp | 68.0%-24.2pp | 68.7%-24.9pp |
| Annual return | 2.57% | 1074.14%-1071.6pp | 335.64%-333.1pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $1,120 | $1,462-23.4% | $2,419-53.7% | $2,203-49.1% |
| Participant deferral / active EE | $2,576 | $2,230+15.5% | $3,328-22.6% | $3,192-19.3% |
| Admin fee / account holder | $1,315 | $3,635-63.8% | $4,536-71.0% | $4,297-69.4% |