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 | $23,111 | $81,248-71.6% | $155,509-85.1% | $80,856-71.4% |
| Participation rate | 45.4% | 66.2%-20.9pp | 78.2%-32.8pp | 67.6%-22.3pp |
| Annual return | 15.68% | 33.31%-17.6pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $619 | $3,100-80.0% | $4,672-86.8% | $2,755-77.5% |
| Participant deferral / active EE | $1,557 | $3,452-54.9% | $5,626-72.3% | $4,296-63.8% |
| Admin fee / account holder | $5,325 | $7,997-33.4% | $15,912-66.5% | $6,918-23.0% |