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 | $32,512 | $87,540-62.9% | $75,781-57.1% | $125,391-74.1% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | 1.91% | 13.48%-11.6pp | 9.68%-7.8pp | 282.22%-280.3pp |
| Employer contribution / active EE | $812 | $3,930-79.3% | $3,323-75.6% | $4,866-83.3% |
| Participant deferral / active EE | $1,036 | $4,229-75.5% | $3,651-71.6% | $5,352-80.6% |
| Admin fee / account holder | $2,220 | $6,502-65.9% | $5,299-58.1% | $9,540-76.7% |