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 | $27,899 | $153,311-81.8% | $109,313-74.5% | $273,961-89.8% |
| Participation rate | 50.0% | 80.1%-30.1pp | 71.3%-21.3pp | 83.0%-33.0pp |
| Annual return | 2.51% | 29.86%-27.3pp | 22.07%-19.6pp | 41.45%-38.9pp |
| Employer contribution / active EE | $606 | $5,619-89.2% | $3,892-84.4% | $4,869-87.6% |
| Participant deferral / active EE | $2,805 | $3,932-28.7% | $3,166-11.4% | $5,287-46.9% |
| Admin fee / account holder | $768 | $8,076-90.5% | $5,666-86.5% | $10,132-92.4% |