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 | $29,228 | $61,272-52.3% | $149,673-80.5% | $71,457-59.1% |
| Participation rate | 49.6% | 62.5%-12.9pp | 78.8%-29.2pp | 67.9%-18.4pp |
| Annual return | 14.95% | 35.85%-20.9pp | 134.42%-119.5pp | 28.85%-13.9pp |
| Employer contribution / active EE | $804 | $2,378-66.2% | $4,818-83.3% | $2,588-68.9% |
| Participant deferral / active EE | $2,170 | $2,917-25.6% | $5,680-61.8% | $4,289-49.4% |
| Admin fee / account holder | $15,321 | $1,261+1114.6% | $13,210+16.0% | $1,587+865.2% |