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 | $28,591 | $45,035-36.5% | $62,995-54.6% | $70,131-59.2% |
| Participation rate | 63.0% | 69.5%-6.6pp | 74.8%-11.8pp | 69.5%-6.6pp |
| Annual return | 17.98% | 18.76%-0.8pp | 87.57%-69.6pp | 73.14%-55.2pp |
| Employer contribution / active EE | $703 | $2,051-65.8% | $2,759-74.5% | $2,342-70.0% |
| Participant deferral / active EE | $3,070 | $2,465+24.6% | $3,329-7.8% | $3,332-7.8% |
| Admin fee / account holder | $428 | $2,834-84.9% | $3,600-88.1% | $4,645-90.8% |