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 | $31,583 | $58,264-45.8% | $86,612-63.5% | $71,457-55.8% |
| Participation rate | 41.6% | 65.0%-23.4pp | 71.7%-30.1pp | 67.9%-26.3pp |
| Annual return | 17.19% | 21.63%-4.4pp | 591.07%-573.9pp | 28.85%-11.7pp |
| Employer contribution / active EE | $524 | $2,574-79.7% | $3,022-82.7% | $2,588-79.8% |
| Participant deferral / active EE | $1,230 | $3,436-64.2% | $4,438-72.3% | $4,289-71.3% |
| Admin fee / account holder | $591 | $1,057-44.1% | $5,614-89.5% | $1,587-62.8% |