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 | $18,959 | $91,190-79.2% | $178,490-89.4% | $79,858-76.3% |
| Participation rate | 43.1% | 69.2%-26.1pp | 81.9%-38.8pp | 69.6%-26.5pp |
| Annual return | 10.18% | 24.19%-14.0pp | 151.07%-140.9pp | 31.71%-21.5pp |
| Employer contribution / active EE | $502 | $3,256-84.6% | $5,011-90.0% | $2,471-79.7% |
| Participant deferral / active EE | $1,363 | $3,236-57.9% | $5,202-73.8% | $3,740-63.5% |
| Admin fee / account holder | $2,848 | $6,751-57.8% | $13,984-79.6% | $5,306-46.3% |