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 | $23,163 | $77,634-70.2% | $156,549-85.2% | $62,891-63.2% |
| Participation rate | 47.1% | 71.2%-24.1pp | 84.0%-36.9pp | 69.3%-22.2pp |
| Annual return | 8.36% | 50.32%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $689 | $3,444-80.0% | $5,501-87.5% | $2,281-69.8% |
| Participant deferral / active EE | $1,218 | $3,045-60.0% | $4,871-75.0% | $3,203-62.0% |
| Admin fee / account holder | $1,263 | $5,561-77.3% | $13,027-90.3% | $4,296-70.6% |