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 | $25,369 | $49,915-49.2% | $154,803-83.6% | $74,304-65.9% |
| Participation rate | 29.2% | 54.0%-24.8pp | 78.1%-48.9pp | 60.3%-31.2pp |
| Annual return | 14.29% | 34.06%-19.8pp | 58.88%-44.6pp | 29.43%-15.1pp |
| Employer contribution / active EE | $736 | $1,611-54.3% | $4,305-82.9% | $2,241-67.2% |
| Participant deferral / active EE | $1,401 | $2,255-37.9% | $5,540-74.7% | $3,767-62.8% |
| Admin fee / account holder | $25,790 | $2,189+1078.2% | $14,329+80.0% | $2,969+768.7% |