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 | $13,343 | $45,035-70.4% | $62,995-78.8% | $70,131-81.0% |
| Participation rate | 34.7% | 69.5%-34.8pp | 74.8%-40.1pp | 69.5%-34.8pp |
| Annual return | 14.61% | 18.76%-4.1pp | 87.57%-73.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $610 | $2,051-70.3% | $2,759-77.9% | $2,342-74.0% |
| Participant deferral / active EE | $1,595 | $2,465-35.3% | $3,329-52.1% | $3,332-52.1% |
| Admin fee / account holder | $5,146 | $2,834+81.5% | $3,600+42.9% | $4,645+10.8% |