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 | $12,598 | $46,553-72.9% | $64,056-80.3% | $75,163-83.2% |
| Participation rate | 38.5% | 65.9%-27.5pp | 72.3%-33.8pp | 67.2%-28.7pp |
| Annual return | 15.93% | 26.03%-10.1pp | 33.69%-17.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $385 | $1,974-80.5% | $2,747-86.0% | $2,670-85.6% |
| Participant deferral / active EE | $1,219 | $2,837-57.0% | $3,880-68.6% | $4,125-70.4% |
| Admin fee / account holder | $3,453 | $2,952+17.0% | $3,068+12.5% | $5,651-38.9% |