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 | $12,610 | $80,717-84.4% | $154,803-91.9% | $84,808-85.1% |
| Participation rate | 31.7% | 66.8%-35.1pp | 78.1%-46.4pp | 68.3%-36.6pp |
| Annual return | 22.72% | 37.96%-15.2pp | 58.88%-36.2pp | 40.90%-18.2pp |
| Employer contribution / active EE | $713 | $2,761-74.2% | $4,305-83.4% | $2,631-72.9% |
| Participant deferral / active EE | $1,242 | $3,303-62.4% | $5,540-77.6% | $4,212-70.5% |
| Admin fee / account holder | $815 | $6,746-87.9% | $14,329-94.3% | $7,344-88.9% |