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 5-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 | $10,232 | $60,892-83.2% | $82,389-87.6% | $84,808-87.9% |
| Participation rate | 51.1% | 63.3%-12.2pp | 69.5%-18.5pp | 68.3%-17.2pp |
| Annual return | 13.12% | 37.29%-24.2pp | 28.67%-15.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $564 | $1,779-68.3% | $2,517-77.6% | $2,631-78.6% |
| Participant deferral / active EE | $1,853 | $3,179-41.7% | $4,155-55.4% | $4,212-56.0% |
| Admin fee / account holder | $17,988 | $5,467+229.0% | $7,231+148.8% | $7,344+144.9% |