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 | $28,070 | $74,927-62.5% | $101,794-72.4% | $84,808-66.9% |
| Participation rate | 56.9% | 61.4%-4.5pp | 69.2%-12.3pp | 68.3%-11.4pp |
| Annual return | 13.86% | 18.70%-4.8pp | 30.53%-16.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $523 | $1,522-65.6% | $2,289-77.1% | $2,631-80.1% |
| Participant deferral / active EE | $2,565 | $3,099-17.2% | $4,084-37.2% | $4,212-39.1% |
| Admin fee / account holder | $872 | $6,514-86.6% | $8,777-90.1% | $7,344-88.1% |