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 | $15,317 | $46,553-67.1% | $64,056-76.1% | $75,163-79.6% |
| Participation rate | 34.7% | 65.9%-31.2pp | 72.3%-37.6pp | 67.2%-32.5pp |
| Annual return | 18.31% | 26.03%-7.7pp | 33.69%-15.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,534 | $1,974-22.3% | $2,747-44.2% | $2,670-42.6% |
| Participant deferral / active EE | $1,419 | $2,837-50.0% | $3,880-63.4% | $4,125-65.6% |
| Admin fee / account holder | $1,173 | $2,952-60.3% | $3,068-61.8% | $5,651-79.2% |