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 | $13,785 | $90,503-84.8% | $78,689-82.5% | $273,961-95.0% |
| Participation rate | 38.1% | 76.5%-38.4pp | 73.6%-35.5pp | 83.0%-44.9pp |
| Annual return | 10.11% | 75.60%-65.5pp | 62.18%-52.1pp | 41.45%-31.3pp |
| Employer contribution / active EE | $307 | $3,176-90.3% | $2,851-89.2% | $4,869-93.7% |
| Participant deferral / active EE | $604 | $3,901-84.5% | $3,517-82.8% | $5,287-88.6% |
| Admin fee / account holder | $2,432 | $5,263-53.8% | $4,510-46.1% | $10,132-76.0% |