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 | $14,937 | $47,848-68.8% | $81,478-81.7% | $70,131-78.7% |
| Participation rate | 12.1% | 58.3%-46.2pp | 68.0%-55.8pp | 69.5%-57.4pp |
| Annual return | 21.05% | 27.25%-6.2pp | 38.78%-17.7pp | 73.14%-52.1pp |
| Employer contribution / active EE | $517 | $1,527-66.1% | $2,568-79.9% | $2,342-77.9% |
| Participant deferral / active EE | $1,008 | $2,453-58.9% | $3,537-71.5% | $3,332-69.7% |
| Admin fee / account holder | $893 | $3,145-71.6% | $4,561-80.4% | $4,645-80.8% |