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 | $25,021 | $57,016-56.1% | $84,966-70.6% | $80,856-69.1% |
| Participation rate | 52.2% | 56.3%-4.2pp | 67.5%-15.3pp | 67.6%-15.5pp |
| Annual return | 13.83% | 21.66%-7.8pp | 66.38%-52.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $383 | $1,798-78.7% | $2,727-86.0% | $2,755-86.1% |
| Participant deferral / active EE | $1,614 | $3,110-48.1% | $4,519-64.3% | $4,296-62.4% |
| Admin fee / account holder | $711 | $4,980-85.7% | $6,149-88.4% | $6,918-89.7% |