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 5-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 | $28,525 | $64,839-56.0% | $95,585-70.2% | $84,808-66.4% |
| Participation rate | 22.0% | 63.8%-41.8pp | 72.1%-50.1pp | 68.3%-46.3pp |
| Annual return | 20.83% | -670.96%+691.8pp | 38.56%-17.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $569 | $1,759-67.6% | $2,527-77.5% | $2,631-78.4% |
| Participant deferral / active EE | $949 | $2,965-68.0% | $4,023-76.4% | $4,212-77.5% |
| Admin fee / account holder | $339 | $5,964-94.3% | $6,127-94.5% | $7,344-95.4% |