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 | $34,927 | $65,041-46.3% | $90,951-61.6% | $79,858-56.3% |
| Participation rate | 51.7% | 61.6%-9.9pp | 69.0%-17.3pp | 69.6%-18.0pp |
| Annual return | 14.37% | 30.45%-16.1pp | 134.60%-120.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $772 | $1,247-38.1% | $2,122-63.6% | $2,471-68.8% |
| Participant deferral / active EE | $1,918 | $2,512-23.6% | $3,373-43.1% | $3,740-48.7% |
| Admin fee / account holder | $329 | $4,536-92.8% | $5,959-94.5% | $5,306-93.8% |