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 | $14,864 | $77,634-80.9% | $156,549-90.5% | $62,891-76.4% |
| Participation rate | 57.5% | 71.2%-13.7pp | 84.0%-26.5pp | 69.3%-11.8pp |
| Annual return | 6.14% | 50.32%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $414 | $3,444-88.0% | $5,501-92.5% | $2,281-81.9% |
| Participant deferral / active EE | $885 | $3,045-70.9% | $4,871-81.8% | $3,203-72.4% |
| Admin fee / account holder | $913 | $5,561-83.6% | $13,027-93.0% | $4,296-78.7% |