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 | $16,629 | $91,190-81.8% | $178,490-90.7% | $79,858-79.2% |
| Participation rate | 65.4% | 69.2%-3.8pp | 81.9%-16.5pp | 69.6%-4.2pp |
| Annual return | 12.75% | 24.19%-11.4pp | 151.07%-138.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,440 | $3,236-55.5% | $5,202-72.3% | $3,740-61.5% |
| Admin fee / account holder | $3,843 | $6,751-43.1% | $13,984-72.5% | $5,306-27.6% |