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 | $18,814 | $53,127-64.6% | $86,590-78.3% | $70,131-73.2% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 14.00% | 27.66%-13.7pp | 964.84%-950.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $741 | $2,068-64.2% | $2,839-73.9% | $2,342-68.4% |
| Participant deferral / active EE | $830 | $2,696-69.2% | $3,609-77.0% | $3,332-75.1% |
| Admin fee / account holder | $947 | $3,585-73.6% | $4,906-80.7% | $4,645-79.6% |