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 | $27,757 | $63,764-56.5% | $81,930-66.1% | $79,858-65.2% |
| Participation rate | 47.1% | 67.5%-20.4pp | 72.0%-24.9pp | 69.6%-22.6pp |
| Annual return | 12.99% | 22.66%-9.7pp | 29.49%-16.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $585 | $1,795-67.4% | $4,310-86.4% | $2,471-76.3% |
| Participant deferral / active EE | $1,237 | $2,780-55.5% | $7,107-82.6% | $3,740-66.9% |
| Admin fee / account holder | $471 | $4,426-89.4% | $5,158-90.9% | $5,306-91.1% |