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 | $28,113 | $61,156-54.0% | $185,823-84.9% | $79,386-64.6% |
| Participation rate | 49.0% | 66.6%-17.6pp | 81.7%-32.7pp | 70.7%-21.7pp |
| Annual return | 19.76% | 19.45%+0.3pp | 122.05%-102.3pp | 116.85%-97.1pp |
| Employer contribution / active EE | $854 | $2,321-63.2% | $5,167-83.5% | $2,427-64.8% |
| Participant deferral / active EE | $931 | $2,789-66.6% | $5,568-83.3% | $4,046-77.0% |
| Admin fee / account holder | $2,840 | $710+300.2% | $16,237-82.5% | $626+353.3% |