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 | $27,678 | $72,277-61.7% | $101,248-72.7% | $79,858-65.3% |
| Participation rate | 59.5% | 68.5%-8.9pp | 75.8%-16.3pp | 69.6%-10.1pp |
| Annual return | 11.36% | 22.30%-10.9pp | 46.47%-35.1pp | 31.71%-20.4pp |
| Employer contribution / active EE | $639 | $2,692-76.3% | $3,660-82.5% | $2,471-74.1% |
| Participant deferral / active EE | $2,866 | $3,282-12.7% | $4,370-34.4% | $3,740-23.4% |
| Admin fee / account holder | $1,563 | $4,400-64.5% | $5,945-73.7% | $5,306-70.5% |