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 5-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 | $12,456 | $54,705-77.2% | $71,209-82.5% | $84,808-85.3% |
| Participation rate | 43.5% | 64.1%-20.6pp | 73.8%-30.3pp | 68.3%-24.8pp |
| Annual return | 13.70% | 35.90%-22.2pp | 282.51%-268.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $960 | $2,158-55.5% | $2,721-64.7% | $2,631-63.5% |
| Participant deferral / active EE | $1,389 | $3,030-54.2% | $4,175-66.7% | $4,212-67.0% |
| Admin fee / account holder | $9,494 | $4,863+95.2% | $5,349+77.5% | $7,344+29.3% |