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 | $13,027 | $37,426-65.2% | $77,482-83.2% | $79,858-83.7% |
| Participation rate | 14.3% | 41.5%-27.2pp | 54.2%-39.9pp | 69.6%-55.3pp |
| Annual return | 18.99% | 39.70%-20.7pp | 54.79%-35.8pp | 31.71%-12.7pp |
| Employer contribution / active EE | $363 | $637-43.0% | $986-63.2% | $2,471-85.3% |
| Participant deferral / active EE | $374 | $1,260-70.3% | $1,861-79.9% | $3,740-90.0% |
| Admin fee / account holder | $1,046 | $2,504-58.2% | $2,858-63.4% | $5,306-80.3% |