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 | $29,367 | $57,016-48.5% | $84,966-65.4% | $80,856-63.7% |
| Participation rate | 24.2% | 56.3%-32.2pp | 67.5%-43.3pp | 67.6%-43.4pp |
| Annual return | 12.61% | 21.66%-9.1pp | 66.38%-53.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $438 | $1,798-75.7% | $2,727-84.0% | $2,755-84.1% |
| Participant deferral / active EE | $968 | $3,110-68.9% | $4,519-78.6% | $4,296-77.5% |
| Admin fee / account holder | $46,993 | $4,980+843.5% | $6,149+664.3% | $6,918+579.3% |