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 | $10,538 | $56,053-81.2% | $75,972-86.1% | $80,856-87.0% |
| Participation rate | 61.1% | 62.0%-0.9pp | 69.1%-7.9pp | 67.6%-6.5pp |
| Annual return | 10.63% | 20.53%-9.9pp | 359.55%-348.9pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,504 | $1,874-19.8% | $2,685-44.0% | $2,755-45.4% |
| Participant deferral / active EE | $1,318 | $3,052-56.8% | $4,255-69.0% | $4,296-69.3% |
| Admin fee / account holder | $7,841 | $5,234+49.8% | $6,467+21.3% | $6,918+13.3% |