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 | $18,554 | $91,190-79.7% | $178,490-89.6% | $79,858-76.8% |
| Participation rate | 55.0% | 69.2%-14.2pp | 81.9%-26.9pp | 69.6%-14.6pp |
| Annual return | 12.70% | 24.19%-11.5pp | 151.07%-138.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $754 | $3,256-76.8% | $5,011-84.9% | $2,471-69.5% |
| Participant deferral / active EE | $988 | $3,236-69.5% | $5,202-81.0% | $3,740-73.6% |
| Admin fee / account holder | $5,120 | $6,751-24.2% | $13,984-63.4% | $5,306-3.5% |