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 | $15,690 | $35,183-55.4% | $73,545-78.7% | $70,131-77.6% |
| Participation rate | 34.9% | 42.9%-8.0pp | 54.9%-20.0pp | 69.5%-34.7pp |
| Annual return | 22.48% | 26.90%-4.4pp | -15.16%+37.6pp | 73.14%-50.7pp |
| Employer contribution / active EE | $575 | $709-18.9% | $1,219-52.8% | $2,342-75.5% |
| Participant deferral / active EE | $1,730 | $1,220+41.8% | $1,806-4.2% | $3,332-48.1% |
| Admin fee / account holder | $882 | $2,302-61.7% | $2,320-62.0% | $4,645-81.0% |