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 | $27,231 | $77,899-65.0% | $149,673-81.8% | $75,163-63.8% |
| Participation rate | 35.6% | 65.6%-30.0pp | 78.8%-43.2pp | 67.2%-31.6pp |
| Annual return | 16.65% | 31.72%-15.1pp | 134.42%-117.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $523 | $3,137-83.3% | $4,818-89.1% | $2,670-80.4% |
| Participant deferral / active EE | $937 | $3,411-72.5% | $5,680-83.5% | $4,125-77.3% |
| Admin fee / account holder | $4,386 | $5,956-26.4% | $13,210-66.8% | $5,651-22.4% |