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 | $36,166 | $90,503-60.0% | $78,689-54.0% | $273,961-86.8% |
| Participation rate | 68.8% | 76.5%-7.8pp | 73.6%-4.8pp | 83.0%-14.3pp |
| Annual return | 23.92% | 75.60%-51.7pp | 62.18%-38.3pp | 41.45%-17.5pp |
| Employer contribution / active EE | $251 | $3,176-92.1% | $2,851-91.2% | $4,869-94.8% |
| Participant deferral / active EE | $2,257 | $3,901-42.1% | $3,517-35.8% | $5,287-57.3% |
| Admin fee / account holder | $1,292 | $5,263-75.5% | $4,510-71.4% | $10,132-87.2% |