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 | $27,388 | $77,899-64.8% | $149,673-81.7% | $75,163-63.6% |
| Participation rate | 40.6% | 65.6%-25.0pp | 78.8%-38.1pp | 67.2%-26.6pp |
| Annual return | 17.27% | 31.72%-14.5pp | 134.42%-117.1pp | 160.62%-143.4pp |
| Employer contribution / active EE | $870 | $3,137-72.3% | $4,818-81.9% | $2,670-67.4% |
| Participant deferral / active EE | $1,666 | $3,411-51.2% | $5,680-70.7% | $4,125-59.6% |
| Admin fee / account holder | $13,022 | $5,956+118.6% | $13,210-1.4% | $5,651+130.4% |