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 | $30,827 | $54,762-43.7% | $90,281-65.9% | $72,985-57.8% |
| Participation rate | 40.7% | 65.1%-24.4pp | 73.3%-32.5pp | 69.5%-28.7pp |
| Annual return | 21.94% | 30.63%-8.7pp | 78.10%-56.2pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,082 | $2,092-48.3% | $2,854-62.1% | $2,440-55.7% |
| Participant deferral / active EE | $2,171 | $2,887-24.8% | $3,885-44.1% | $3,607-39.8% |
| Admin fee / account holder | $361 | $3,972-90.9% | $5,351-93.3% | $5,124-93.0% |