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 | $17,485 | $77,899-77.6% | $149,673-88.3% | $75,163-76.7% |
| Participation rate | 46.5% | 65.6%-19.1pp | 78.8%-32.3pp | 67.2%-20.7pp |
| Annual return | 15.30% | 31.72%-16.4pp | 134.42%-119.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $421 | $3,137-86.6% | $4,818-91.3% | $2,670-84.2% |
| Participant deferral / active EE | $1,161 | $3,411-66.0% | $5,680-79.6% | $4,125-71.9% |
| Admin fee / account holder | $1,882 | $5,956-68.4% | $13,210-85.8% | $5,651-66.7% |