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 | $15,455 | $91,190-83.1% | $178,490-91.3% | $79,858-80.6% |
| Participation rate | 42.9% | 69.2%-26.3pp | 81.9%-39.1pp | 69.6%-26.8pp |
| Annual return | 11.64% | 24.19%-12.5pp | 151.07%-139.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,086 | $3,256-66.6% | $5,011-78.3% | $2,471-56.0% |
| Participant deferral / active EE | $2,206 | $3,236-31.8% | $5,202-57.6% | $3,740-41.0% |
| Admin fee / account holder | $4,998 | $6,751-26.0% | $13,984-64.3% | $5,306-5.8% |