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 | $20,791 | $63,764-67.4% | $81,930-74.6% | $79,858-74.0% |
| Participation rate | 44.1% | 67.5%-23.4pp | 72.0%-27.9pp | 69.6%-25.5pp |
| Annual return | 10.65% | 22.66%-12.0pp | 29.49%-18.8pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,466 | $1,795-18.3% | $4,310-66.0% | $2,471-40.7% |
| Participant deferral / active EE | $1,567 | $2,780-43.7% | $7,107-78.0% | $3,740-58.1% |
| Admin fee / account holder | $1,838 | $4,426-58.5% | $5,158-64.4% | $5,306-65.4% |