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 | $28,906 | $90,503-68.1% | $78,689-63.3% | $273,961-89.4% |
| Participation rate | 58.3% | 76.5%-18.2pp | 73.6%-15.2pp | 83.0%-24.7pp |
| Annual return | 4.00% | 75.60%-71.6pp | 62.18%-58.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $829 | $3,176-73.9% | $2,851-70.9% | $4,869-83.0% |
| Participant deferral / active EE | $3,292 | $3,901-15.6% | $3,517-6.4% | $5,287-37.7% |
| Admin fee / account holder | $5,177 | $5,263-1.6% | $4,510+14.8% | $10,132-48.9% |