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 | $18,503 | $118,450-84.4% | $98,439-81.2% | $139,434-86.7% |
| Participation rate | 58.3% | 77.4%-19.1pp | 75.2%-16.8pp | 80.3%-22.0pp |
| Annual return | 14.15% | 18.94%-4.8pp | 21.16%-7.0pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,372 | $3,609-62.0% | $3,048-55.0% | $4,751-71.1% |
| Participant deferral / active EE | $2,125 | $5,392-60.6% | $4,738-55.1% | $6,710-68.3% |
| Admin fee / account holder | $2,816 | $14,026-79.9% | $8,948-68.5% | $11,403-75.3% |