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 | $16,718 | $32,037-47.8% | $69,182-75.8% | $62,891-73.4% |
| Participation rate | 46.5% | 43.4%+3.1pp | 55.1%-8.6pp | 69.3%-22.8pp |
| Annual return | 5.90% | 15.16%-9.3pp | -21.93%+27.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $458 | $679-32.5% | $1,206-62.0% | $2,281-79.9% |
| Participant deferral / active EE | $1,241 | $1,185+4.7% | $1,897-34.6% | $3,203-61.3% |
| Admin fee / account holder | $417 | $2,608-84.0% | $2,697-84.5% | $4,296-90.3% |