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 | $27,964 | $81,248-65.6% | $155,509-82.0% | $80,856-65.4% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 12.25% | 33.31%-21.1pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $904 | $3,100-70.9% | $4,672-80.7% | $2,755-67.2% |
| Participant deferral / active EE | $1,498 | $3,452-56.6% | $5,626-73.4% | $4,296-65.1% |
| Admin fee / account holder | $712 | $7,997-91.1% | $15,912-95.5% | $6,918-89.7% |