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 | $39,674 | $64,839-38.8% | $95,585-58.5% | $84,808-53.2% |
| Participation rate | 31.6% | 63.8%-32.2pp | 72.1%-40.5pp | 68.3%-36.7pp |
| Annual return | 18.40% | -670.96%+689.4pp | 38.56%-20.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $660 | $1,759-62.4% | $2,527-73.9% | $2,631-74.9% |
| Participant deferral / active EE | $1,908 | $2,965-35.7% | $4,023-52.6% | $4,212-54.7% |
| Admin fee / account holder | $300 | $5,964-95.0% | $6,127-95.1% | $7,344-95.9% |