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 3-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 | $27,976 | $56,053-50.1% | $75,972-63.2% | $80,856-65.4% |
| Participation rate | 42.9% | 62.0%-19.2pp | 69.1%-26.2pp | 67.6%-24.8pp |
| Annual return | 20.84% | 20.53%+0.3pp | 359.55%-338.7pp | 35.59%-14.8pp |
| Employer contribution / active EE | $533 | $1,874-71.6% | $2,685-80.1% | $2,755-80.7% |
| Participant deferral / active EE | $2,268 | $3,052-25.7% | $4,255-46.7% | $4,296-47.2% |
| Admin fee / account holder | $413 | $5,234-92.1% | $6,467-93.6% | $6,918-94.0% |