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 | $11,485 | $48,046-76.1% | $84,611-86.4% | $72,985-84.3% |
| Participation rate | 26.5% | 57.6%-31.1pp | 68.2%-41.7pp | 69.5%-43.0pp |
| Annual return | 25.88% | 37.38%-11.5pp | 258.74%-232.9pp | 81.00%-55.1pp |
| Employer contribution / active EE | $403 | $1,602-74.9% | $2,652-84.8% | $2,440-83.5% |
| Participant deferral / active EE | $928 | $2,680-65.4% | $3,899-76.2% | $3,607-74.3% |
| Admin fee / account holder | $390 | $3,395-88.5% | $4,912-92.1% | $5,124-92.4% |