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 | $31,836 | $35,183-9.5% | $73,545-56.7% | $70,131-54.6% |
| Participation rate | 28.6% | 42.9%-14.4pp | 54.9%-26.4pp | 69.5%-41.0pp |
| Annual return | 15.62% | 26.90%-11.3pp | -15.16%+30.8pp | 73.14%-57.5pp |
| Employer contribution / active EE | $158 | $709-77.7% | $1,219-87.1% | $2,342-93.3% |
| Participant deferral / active EE | $808 | $1,220-33.8% | $1,806-55.3% | $3,332-75.8% |
| Admin fee / account holder | $1,091 | $2,302-52.6% | $2,320-53.0% | $4,645-76.5% |