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 | $28,094 | $99,341-71.7% | $84,750-66.9% | $273,961-89.7% |
| Participation rate | 41.2% | 80.7%-39.5pp | 76.6%-35.4pp | 83.0%-41.8pp |
| Annual return | 3.51% | 22.93%-19.4pp | 22.78%-19.3pp | 41.45%-37.9pp |
| Employer contribution / active EE | $641 | $4,214-84.8% | $3,574-82.1% | $4,869-86.8% |
| Participant deferral / active EE | $1,034 | $4,269-75.8% | $3,712-72.1% | $5,287-80.4% |
| Admin fee / account holder | $766 | $6,644-88.5% | $5,332-85.6% | $10,132-92.4% |