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 | $17,266 | $84,233-79.5% | $170,442-89.9% | $70,131-75.4% |
| Participation rate | 43.3% | 70.8%-27.5pp | 83.6%-40.3pp | 69.5%-26.2pp |
| Annual return | 14.74% | 23.06%-8.3pp | 205.93%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,022 | $3,387-69.8% | $5,433-81.2% | $2,342-56.4% |
| Participant deferral / active EE | $2,067 | $3,086-33.0% | $4,939-58.2% | $3,332-38.0% |
| Admin fee / account holder | $12,355 | $5,698+116.8% | $13,880-11.0% | $4,645+166.0% |