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 | $13,810 | $56,317-75.5% | $71,209-80.6% | $74,304-81.4% |
| Participation rate | 41.3% | 55.1%-13.8pp | 73.8%-32.4pp | 60.3%-19.0pp |
| Annual return | 14.76% | 42.83%-28.1pp | 282.51%-267.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $386 | $2,160-82.1% | $2,721-85.8% | $2,241-82.8% |
| Participant deferral / active EE | $511 | $2,788-81.7% | $4,175-87.8% | $3,767-86.4% |
| Admin fee / account holder | $718 | $2,290-68.6% | $5,349-86.6% | $2,969-75.8% |