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 | $31,404 | $81,208-61.3% | $98,907-68.2% | $79,858-60.7% |
| Participation rate | 57.7% | 72.5%-14.8pp | 76.0%-18.3pp | 69.6%-11.9pp |
| Annual return | 12.45% | 60.99%-48.5pp | 196.43%-184.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $632 | $1,960-67.8% | $2,689-76.5% | $2,471-74.4% |
| Participant deferral / active EE | $2,268 | $3,265-30.5% | $4,244-46.6% | $3,740-39.4% |
| Admin fee / account holder | $3,506 | $6,013-41.7% | $6,642-47.2% | $5,306-33.9% |