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 | $16,166 | $45,035-64.1% | $62,995-74.3% | $70,131-76.9% |
| Participation rate | 52.0% | 69.5%-17.5pp | 74.8%-22.8pp | 69.5%-17.5pp |
| Annual return | 18.50% | 18.76%-0.3pp | 87.57%-69.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $2,949 | $2,051+43.7% | $2,759+6.9% | $2,342+25.9% |
| Participant deferral / active EE | $2,949 | $2,465+19.6% | $3,329-11.4% | $3,332-11.5% |
| Admin fee / account holder | $1,796 | $2,834-36.6% | $3,600-50.1% | $4,645-61.3% |