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 | $23,528 | $91,190-74.2% | $178,490-86.8% | $79,858-70.5% |
| Participation rate | 55.8% | 69.2%-13.4pp | 81.9%-26.2pp | 69.6%-13.9pp |
| Annual return | 15.94% | 24.19%-8.2pp | 151.07%-135.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $459 | $3,256-85.9% | $5,011-90.8% | $2,471-81.4% |
| Participant deferral / active EE | $1,288 | $3,236-60.2% | $5,202-75.2% | $3,740-65.5% |
| Admin fee / account holder | $368 | $6,751-94.6% | $13,984-97.4% | $5,306-93.1% |