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 | $29,425 | $54,541-46.1% | $78,778-62.6% | $70,131-58.0% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 13.81% | 21.07%-7.3pp | 35.62%-21.8pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,633 | $1,089+50.0% | $1,986-17.8% | $2,342-30.3% |
| Participant deferral / active EE | $2,991 | $2,210+35.3% | $2,958+1.1% | $3,332-10.2% |
| Admin fee / account holder | $365 | $3,709-90.1% | $5,134-92.9% | $4,645-92.1% |