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 | $3,870 | $30,400-87.3% | $53,898-92.8% | $84,808-95.4% |
| Participation rate | 40.7% | 46.4%-5.7pp | 55.0%-14.2pp | 68.3%-27.6pp |
| Annual return | 15.61% | 500.19%-484.6pp | 528.60%-513.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $885 | $603+46.8% | $932-5.1% | $2,631-66.4% |
| Participant deferral / active EE | $340 | $1,199-71.7% | $1,826-81.4% | $4,212-91.9% |
| Admin fee / account holder | $1,773 | $1,993-11.1% | $2,491-28.8% | $7,344-75.9% |