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 | $24,889 | $103,949-76.1% | $69,182-64.0% | $273,961-90.9% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | 3.49% | 35.28%-31.8pp | -21.93%+25.4pp | 41.45%-38.0pp |
| Employer contribution / active EE | $682 | $1,783-61.8% | $1,206-43.5% | $4,869-86.0% |
| Participant deferral / active EE | $707 | $2,716-74.0% | $1,897-62.8% | $5,287-86.6% |
| Admin fee / account holder | $390 | $3,671-89.4% | $2,697-85.5% | $10,132-96.2% |