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 | $31,229 | $46,553-32.9% | $64,056-51.2% | $75,163-58.5% |
| Participation rate | 52.6% | 65.9%-13.3pp | 72.3%-19.7pp | 67.2%-14.6pp |
| Annual return | 12.68% | 26.03%-13.3pp | 33.69%-21.0pp | 160.62%-147.9pp |
| Employer contribution / active EE | $607 | $1,974-69.2% | $2,747-77.9% | $2,670-77.3% |
| Participant deferral / active EE | $1,299 | $2,837-54.2% | $3,880-66.5% | $4,125-68.5% |
| Admin fee / account holder | $2,302 | $2,952-22.0% | $3,068-25.0% | $5,651-59.3% |