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 | $27,932 | $95,416-70.7% | $185,823-85.0% | $85,850-67.5% |
| Participation rate | 46.0% | 68.8%-22.8pp | 81.7%-35.7pp | 69.3%-23.3pp |
| Annual return | 13.51% | 23.59%-10.1pp | 122.05%-108.5pp | 318.53%-305.0pp |
| Employer contribution / active EE | $865 | $3,314-73.9% | $5,167-83.3% | $2,565-66.3% |
| Participant deferral / active EE | $1,439 | $3,423-58.0% | $5,568-74.1% | $3,952-63.6% |
| Admin fee / account holder | $635 | $7,213-91.2% | $16,237-96.1% | $6,260-89.9% |