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 | $28,500 | $81,248-64.9% | $155,509-81.7% | $80,856-64.8% |
| Participation rate | 26.1% | 66.2%-40.1pp | 78.2%-52.1pp | 67.6%-41.6pp |
| Annual return | 14.79% | 33.31%-18.5pp | 64.67%-49.9pp | 35.59%-20.8pp |
| Employer contribution / active EE | $518 | $3,100-83.3% | $4,672-88.9% | $2,755-81.2% |
| Participant deferral / active EE | $1,504 | $3,452-56.4% | $5,626-73.3% | $4,296-65.0% |
| Admin fee / account holder | $1,136 | $7,997-85.8% | $15,912-92.9% | $6,918-83.6% |