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 | $13,624 | $45,035-69.7% | $62,995-78.4% | $70,131-80.6% |
| Participation rate | 48.8% | 69.5%-20.7pp | 74.8%-26.0pp | 69.5%-20.8pp |
| Annual return | 19.88% | 18.76%+1.1pp | 87.57%-67.7pp | 73.14%-53.3pp |
| Employer contribution / active EE | $935 | $2,051-54.4% | $2,759-66.1% | $2,342-60.1% |
| Participant deferral / active EE | $4,699 | $2,465+90.7% | $3,329+41.1% | $3,332+41.0% |
| Admin fee / account holder | $346 | $2,834-87.8% | $3,600-90.4% | $4,645-92.5% |