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 | $28,476 | $50,082-43.1% | $93,406-69.5% | $79,858-64.3% |
| Participation rate | 58.0% | 60.9%-3.0pp | 66.8%-8.8pp | 69.6%-11.7pp |
| Annual return | 14.73% | 24.59%-9.9pp | 78.05%-63.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $759 | $1,303-41.7% | $2,075-63.4% | $2,471-69.3% |
| Participant deferral / active EE | $1,570 | $2,212-29.0% | $3,126-49.8% | $3,740-58.0% |
| Admin fee / account holder | $962 | $3,454-72.2% | $5,230-81.6% | $5,306-81.9% |