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 | $18,668 | $99,341-81.2% | $84,750-78.0% | $273,961-93.2% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 5.12% | 22.93%-17.8pp | 22.78%-17.7pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,068 | $4,214-50.9% | $3,574-42.2% | $4,869-57.5% |
| Participant deferral / active EE | $3,823 | $4,269-10.5% | $3,712+3.0% | $5,287-27.7% |
| Admin fee / account holder | $413 | $6,644-93.8% | $5,332-92.3% | $10,132-95.9% |