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 | $27,505 | $48,364-43.1% | $71,796-61.7% | $62,891-56.3% |
| Participation rate | 37.8% | 60.6%-22.8pp | 69.1%-31.3pp | 69.3%-31.5pp |
| Annual return | 8.17% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $763 | $1,042-26.8% | $1,924-60.4% | $2,281-66.6% |
| Participant deferral / active EE | $1,769 | $2,091-15.4% | $2,794-36.7% | $3,203-44.8% |
| Admin fee / account holder | $1,068 | $3,771-71.7% | $4,815-77.8% | $4,296-75.1% |