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 | $63,875 | $76,552-16.6% | $123,892-48.4% | $62,891+1.6% |
| Participation rate | 43.9% | 73.0%-29.0pp | 81.4%-37.5pp | 69.3%-25.4pp |
| Annual return | 7.79% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $534 | $2,883-81.5% | $4,617-88.4% | $2,281-76.6% |
| Participant deferral / active EE | $3,001 | $4,840-38.0% | $5,984-49.9% | $3,203-6.3% |
| Admin fee / account holder | $754 | $4,826-84.4% | $8,357-91.0% | $4,296-82.4% |