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 | $17,793 | $84,233-78.9% | $170,442-89.6% | $70,131-74.6% |
| Participation rate | 46.2% | 70.8%-24.7pp | 83.6%-37.4pp | 69.5%-23.4pp |
| Annual return | 16.90% | 23.06%-6.2pp | 205.93%-189.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $506 | $3,387-85.1% | $5,433-90.7% | $2,342-78.4% |
| Participant deferral / active EE | $1,189 | $3,086-61.5% | $4,939-75.9% | $3,332-64.3% |
| Admin fee / account holder | $2,288 | $5,698-59.9% | $13,880-83.5% | $4,645-50.8% |