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 | $6,898 | $30,400-77.3% | $53,898-87.2% | $84,808-91.9% |
| Participation rate | 51.5% | 46.4%+5.1pp | 55.0%-3.4pp | 68.3%-16.8pp |
| Annual return | 17.07% | 500.19%-483.1pp | 528.60%-511.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $564 | $603-6.5% | $932-39.5% | $2,631-78.6% |
| Participant deferral / active EE | $767 | $1,199-36.0% | $1,826-58.0% | $4,212-81.8% |
| Admin fee / account holder | $1,596 | $1,993-19.9% | $2,491-35.9% | $7,344-78.3% |