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 | $27,278 | $57,828-52.8% | $117,039-76.7% | $70,131-61.1% |
| Participation rate | 58.8% | 67.1%-8.3pp | 77.2%-18.4pp | 69.5%-10.7pp |
| Annual return | 17.10% | 17.55%-0.5pp | 18.95%-1.9pp | 73.14%-56.0pp |
| Employer contribution / active EE | $566 | $1,816-68.8% | $3,785-85.0% | $2,342-75.8% |
| Participant deferral / active EE | $1,617 | $2,438-33.7% | $3,929-58.8% | $3,332-51.5% |
| Admin fee / account holder | $388 | $3,548-89.1% | $5,974-93.5% | $4,645-91.7% |