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 | $14,235 | $55,706-74.4% | $75,886-81.2% | $72,985-80.5% |
| Participation rate | 48.5% | 61.1%-12.6pp | 69.3%-20.8pp | 69.5%-21.0pp |
| Annual return | 20.78% | 27.59%-6.8pp | 30.76%-10.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $995 | $1,687-41.0% | $2,500-60.2% | $2,440-59.2% |
| Participant deferral / active EE | $1,375 | $2,634-47.8% | $3,603-61.8% | $3,607-61.9% |
| Admin fee / account holder | $1,555 | $3,978-60.9% | $5,418-71.3% | $5,124-69.7% |