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 | $17,859 | $95,416-81.3% | $185,823-90.4% | $85,850-79.2% |
| Participation rate | 47.8% | 68.8%-20.9pp | 81.7%-33.9pp | 69.3%-21.5pp |
| Annual return | 12.62% | 23.59%-11.0pp | 122.05%-109.4pp | 318.53%-305.9pp |
| Employer contribution / active EE | $453 | $3,314-86.3% | $5,167-91.2% | $2,565-82.3% |
| Participant deferral / active EE | $1,214 | $3,423-64.5% | $5,568-78.2% | $3,952-69.3% |
| Admin fee / account holder | $563 | $7,213-92.2% | $16,237-96.5% | $6,260-91.0% |