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 | $10,719 | $58,208-81.6% | $81,812-86.9% | $80,856-86.7% |
| Participation rate | 52.0% | 63.4%-11.4pp | 72.3%-20.3pp | 67.6%-15.6pp |
| Annual return | 17.32% | 41.66%-24.3pp | 773.79%-756.5pp | 35.59%-18.3pp |
| Employer contribution / active EE | $656 | $2,340-72.0% | $2,912-77.5% | $2,755-76.2% |
| Participant deferral / active EE | $1,469 | $3,281-55.2% | $4,319-66.0% | $4,296-65.8% |
| Admin fee / account holder | $545 | $4,981-89.1% | $7,386-92.6% | $6,918-92.1% |