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 | $31,842 | $107,452-70.4% | $91,541-65.2% | $142,382-77.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 11.96% | 22.06%-10.1pp | 20.50%-8.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $687 | $2,994-77.1% | $2,505-72.6% | $4,299-84.0% |
| Participant deferral / active EE | $1,758 | $4,754-63.0% | $4,008-56.1% | $6,507-73.0% |
| Admin fee / account holder | $627 | $8,834-92.9% | $6,956-91.0% | $12,624-95.0% |