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 | $20,815 | $91,190-77.2% | $178,490-88.3% | $79,858-73.9% |
| Participation rate | 41.9% | 69.2%-27.3pp | 81.9%-40.0pp | 69.6%-27.7pp |
| Annual return | 13.32% | 24.19%-10.9pp | 151.07%-137.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $458 | $3,256-85.9% | $5,011-90.9% | $2,471-81.5% |
| Participant deferral / active EE | $1,521 | $3,236-53.0% | $5,202-70.8% | $3,740-59.3% |
| Admin fee / account holder | $4,566 | $6,751-32.4% | $13,984-67.3% | $5,306-13.9% |