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 | $23,628 | $93,346-74.7% | $71,796-67.1% | $273,961-91.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 15.34% | 130.39%-115.1pp | 78.04%-62.7pp | 41.45%-26.1pp |
| Employer contribution / active EE | $949 | $2,733-65.3% | $1,924-50.7% | $4,869-80.5% |
| Participant deferral / active EE | $3,000 | $3,475-13.7% | $2,794+7.4% | $5,287-43.3% |
| Admin fee / account holder | $6,715 | $6,571+2.2% | $4,815+39.5% | $10,132-33.7% |