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 | $13,986 | $110,261-87.3% | $95,745-85.4% | $139,434-90.0% |
| Participation rate | 62.5% | 75.8%-13.3pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 12.82% | 27.11%-14.3pp | 28.35%-15.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $798 | $3,257-75.5% | $2,835-71.9% | $4,751-83.2% |
| Participant deferral / active EE | $4,424 | $4,676-5.4% | $4,245+4.2% | $6,710-34.1% |
| Admin fee / account holder | $462 | $6,613-93.0% | $5,678-91.9% | $11,403-96.0% |