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 | $30,340 | $70,475-57.0% | $100,516-69.8% | $79,858-62.0% |
| Participation rate | 25.4% | 73.7%-48.3pp | 79.4%-54.0pp | 69.6%-44.3pp |
| Annual return | 14.36% | 21.90%-7.5pp | 30.89%-16.5pp | 31.71%-17.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,272 | $5,181-56.2% | $6,270-63.8% | $3,740-39.3% |
| Admin fee / account holder | $2,882 | $4,478-35.6% | $8,081-64.3% | $5,306-45.7% |