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 | $31,776 | $88,707-64.2% | $74,183-57.2% | $273,961-88.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 6.12% | 11.94%-5.8pp | 17.74%-11.6pp | 41.45%-35.3pp |
| Employer contribution / active EE | $531 | $3,159-83.2% | $2,370-77.6% | $4,869-89.1% |
| Participant deferral / active EE | $1,290 | $4,212-69.4% | $3,550-63.7% | $5,287-75.6% |
| Admin fee / account holder | $8,074 | $8,717-7.4% | $5,586+44.5% | $10,132-20.3% |