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 | $19,464 | $58,879-66.9% | $178,490-89.1% | $73,488-73.5% |
| Participation rate | 58.4% | 66.2%-7.8pp | 81.9%-23.5pp | 70.7%-12.3pp |
| Annual return | 17.53% | 24.86%-7.3pp | 151.07%-133.5pp | 28.51%-11.0pp |
| Employer contribution / active EE | $616 | $2,236-72.4% | $5,011-87.7% | $2,270-72.8% |
| Participant deferral / active EE | $1,022 | $2,567-60.2% | $5,202-80.4% | $3,740-72.7% |
| Admin fee / account holder | $1,582 | $400+295.3% | $13,984-88.7% | $513+208.4% |