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 | $13,564 | $103,949-87.0% | $69,182-80.4% | $273,961-95.0% |
| Participation rate | 63.6% | 67.4%-3.7pp | 55.1%+8.5pp | 83.0%-19.4pp |
| Annual return | 5.02% | 35.28%-30.3pp | -21.93%+27.0pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,085 | $1,783-39.1% | $1,206-10.0% | $4,869-77.7% |
| Participant deferral / active EE | $2,018 | $2,716-25.7% | $1,897+6.4% | $5,287-61.8% |
| Admin fee / account holder | $5,140 | $3,671+40.0% | $2,697+90.6% | $10,132-49.3% |