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 | $27,707 | $67,411-58.9% | $91,001-69.6% | $70,131-60.5% |
| Participation rate | 60.8% | 71.4%-10.6pp | 75.6%-14.8pp | 69.5%-8.8pp |
| Annual return | 14.76% | -40.16%+54.9pp | 4.60%+10.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $567 | $1,786-68.2% | $2,456-76.9% | $2,342-75.8% |
| Participant deferral / active EE | $1,990 | $2,823-29.5% | $3,547-43.9% | $3,332-40.3% |
| Admin fee / account holder | $1,649 | $4,236-61.1% | $5,417-69.6% | $4,645-64.5% |