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 5-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 | $14,872 | $48,230-69.2% | $67,502-78.0% | $80,856-81.6% |
| Participation rate | 25.8% | 66.4%-40.6pp | 72.9%-47.1pp | 67.6%-41.8pp |
| Annual return | 12.73% | 18.28%-5.5pp | 3512.12%-3499.4pp | 35.59%-22.9pp |
| Employer contribution / active EE | $436 | $2,020-78.4% | $2,731-84.0% | $2,755-84.2% |
| Participant deferral / active EE | $2,277 | $2,924-22.1% | $4,000-43.1% | $4,296-47.0% |
| Admin fee / account holder | $612 | $3,681-83.4% | $3,998-84.7% | $6,918-91.2% |