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 | $25,980 | $62,672-58.5% | $185,117-86.0% | $70,131-63.0% |
| Participation rate | 49.1% | 63.8%-14.7pp | 77.3%-28.2pp | 69.5%-20.5pp |
| Annual return | 15.48% | 40.79%-25.3pp | 40.50%-25.0pp | 73.14%-57.7pp |
| Employer contribution / active EE | $400 | $1,753-77.2% | $4,182-90.4% | $2,342-82.9% |
| Participant deferral / active EE | $1,171 | $3,272-64.2% | $5,045-76.8% | $3,332-64.8% |
| Admin fee / account holder | $1,676 | $3,932-57.4% | $8,159-79.5% | $4,645-63.9% |