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 | $14,191 | $55,453-74.4% | $170,442-91.7% | $62,292-77.2% |
| Participation rate | 43.3% | 66.4%-23.1pp | 83.6%-40.3pp | 69.5%-26.2pp |
| Annual return | 19.04% | 21.38%-2.3pp | 205.93%-186.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $713 | $2,164-67.0% | $5,433-86.9% | $2,042-65.1% |
| Participant deferral / active EE | $1,145 | $2,303-50.3% | $4,939-76.8% | $3,169-63.9% |
| Admin fee / account holder | $1,654 | $455+263.6% | $13,880-88.1% | $479+245.1% |