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 | $30,028 | $70,428-57.4% | $96,562-68.9% | $85,850-65.0% |
| Participation rate | 24.2% | 61.8%-37.6pp | 69.8%-45.6pp | 69.3%-45.1pp |
| Annual return | 11.52% | 18.59%-7.1pp | 37.78%-26.3pp | 318.53%-307.0pp |
| Employer contribution / active EE | $321 | $1,413-77.3% | $2,356-86.4% | $2,565-87.5% |
| Participant deferral / active EE | $2,888 | $2,894-0.2% | $3,849-25.0% | $3,952-26.9% |
| Admin fee / account holder | $15,226 | $4,997+204.7% | $6,181+146.3% | $6,260+143.2% |