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 | $14,771 | $48,230-69.4% | $67,502-78.1% | $80,856-81.7% |
| Participation rate | 25.6% | 66.4%-40.8pp | 72.9%-47.3pp | 67.6%-42.1pp |
| Annual return | 15.15% | 18.28%-3.1pp | 3512.12%-3497.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $538 | $2,020-73.4% | $2,731-80.3% | $2,755-80.5% |
| Participant deferral / active EE | $1,281 | $2,924-56.2% | $4,000-68.0% | $4,296-70.2% |
| Admin fee / account holder | $519 | $3,681-85.9% | $3,998-87.0% | $6,918-92.5% |