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 | $29,134 | $65,365-55.4% | $92,893-68.6% | $72,985-60.1% |
| Participation rate | 69.2% | 68.3%+0.9pp | 76.0%-6.8pp | 69.5%-0.3pp |
| Annual return | 22.37% | 42.10%-19.7pp | 109.41%-87.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $785 | $2,594-69.7% | $3,653-78.5% | $2,440-67.8% |
| Participant deferral / active EE | $2,803 | $3,128-10.4% | $4,236-33.8% | $3,607-22.3% |
| Admin fee / account holder | $406 | $4,251-90.5% | $5,794-93.0% | $5,124-92.1% |