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 | $16,679 | $39,122-57.4% | $57,179-70.8% | $62,891-73.5% |
| Participation rate | 26.2% | 70.5%-44.3pp | 75.3%-49.2pp | 69.3%-43.1pp |
| Annual return | 1.18% | 9.23%-8.1pp | 14.59%-13.4pp | 20.14%-19.0pp |
| Employer contribution / active EE | $459 | $1,874-75.5% | $2,682-82.9% | $2,281-79.9% |
| Participant deferral / active EE | $1,174 | $2,374-50.5% | $3,096-62.1% | $3,203-63.3% |
| Admin fee / account holder | $5,979 | $2,592+130.7% | $3,139+90.5% | $4,296+39.2% |