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 | $30,995 | $58,512-47.0% | $84,015-63.1% | $72,985-57.5% |
| Participation rate | 48.2% | 61.2%-13.0pp | 69.0%-20.8pp | 69.5%-21.3pp |
| Annual return | 18.40% | 28.93%-10.5pp | 71.31%-52.9pp | 81.00%-62.6pp |
| Employer contribution / active EE | $354 | $1,163-69.6% | $1,983-82.1% | $2,440-85.5% |
| Participant deferral / active EE | $1,207 | $2,394-49.6% | $3,239-62.7% | $3,607-66.5% |
| Admin fee / account holder | $449 | $4,569-90.2% | $6,101-92.6% | $5,124-91.2% |