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 | $27,636 | $52,884-47.7% | $84,750-67.4% | $55,167-49.9% |
| Participation rate | 38.0% | 67.5%-29.6pp | 76.6%-38.6pp | 69.0%-31.0pp |
| Annual return | 7.80% | 18.03%-10.2pp | 22.78%-15.0pp | 169.23%-161.4pp |
| Employer contribution / active EE | $616 | $2,233-72.4% | $3,574-82.8% | $1,963-68.6% |
| Participant deferral / active EE | $1,270 | $2,644-52.0% | $3,712-65.8% | $3,054-58.4% |
| Admin fee / account holder | $775 | $581+33.4% | $5,332-85.5% | $504+53.8% |