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 | $15,298 | $61,272-75.0% | $149,673-89.8% | $71,457-78.6% |
| Participation rate | 45.0% | 62.5%-17.5pp | 78.8%-33.7pp | 67.9%-22.9pp |
| Annual return | 19.50% | 35.85%-16.4pp | 134.42%-114.9pp | 28.85%-9.4pp |
| Employer contribution / active EE | $601 | $2,378-74.8% | $4,818-87.5% | $2,588-76.8% |
| Participant deferral / active EE | $1,065 | $2,917-63.5% | $5,680-81.3% | $4,289-75.2% |
| Admin fee / account holder | $5,283 | $1,261+318.8% | $13,210-60.0% | $1,587+232.8% |