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 | $14,751 | $35,183-58.1% | $73,545-79.9% | $70,131-79.0% |
| Participation rate | 29.9% | 42.9%-13.1pp | 54.9%-25.1pp | 69.5%-39.7pp |
| Annual return | 13.29% | 26.90%-13.6pp | -15.16%+28.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $493 | $709-30.4% | $1,219-59.6% | $2,342-79.0% |
| Participant deferral / active EE | $991 | $1,220-18.7% | $1,806-45.1% | $3,332-70.2% |
| Admin fee / account holder | $1,123 | $2,302-51.2% | $2,320-51.6% | $4,645-75.8% |