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 | $16,195 | $63,764-74.6% | $81,930-80.2% | $79,858-79.7% |
| Participation rate | 37.8% | 67.5%-29.7pp | 72.0%-34.2pp | 69.6%-31.8pp |
| Annual return | 17.56% | 22.66%-5.1pp | 29.49%-11.9pp | 31.71%-14.1pp |
| Employer contribution / active EE | $663 | $1,795-63.1% | $4,310-84.6% | $2,471-73.2% |
| Participant deferral / active EE | $1,183 | $2,780-57.4% | $7,107-83.3% | $3,740-68.4% |
| Admin fee / account holder | $1,042 | $4,426-76.5% | $5,158-79.8% | $5,306-80.4% |