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 | $26,967 | $60,349-55.3% | $74,183-63.6% | $62,891-57.1% |
| Participation rate | 33.3% | 72.7%-39.4pp | 76.6%-43.3pp | 69.3%-36.0pp |
| Annual return | 9.40% | 21.37%-12.0pp | 17.74%-8.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,043 | $1,680-37.9% | $2,370-56.0% | $2,281-54.3% |
| Participant deferral / active EE | $1,832 | $2,856-35.9% | $3,550-48.4% | $3,203-42.8% |
| Admin fee / account holder | $1,127 | $4,261-73.6% | $5,586-79.8% | $4,296-73.8% |