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 | $16,303 | $51,576-68.4% | $129,207-87.4% | $80,856-79.8% |
| Participation rate | 44.7% | 57.0%-12.3pp | 69.6%-24.9pp | 67.6%-23.0pp |
| Annual return | 12.23% | 20.81%-8.6pp | 9417.33%-9405.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $872 | $1,584-44.9% | $4,153-79.0% | $2,755-68.3% |
| Participant deferral / active EE | $1,079 | $2,669-59.6% | $4,168-74.1% | $4,296-74.9% |
| Admin fee / account holder | $1,949 | $4,305-54.7% | $7,715-74.7% | $6,918-71.8% |