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 | $27,593 | $80,717-65.8% | $154,803-82.2% | $84,808-67.5% |
| Participation rate | 56.7% | 66.8%-10.1pp | 78.1%-21.4pp | 68.3%-11.6pp |
| Annual return | 15.54% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $610 | $2,761-77.9% | $4,305-85.8% | $2,631-76.8% |
| Participant deferral / active EE | $2,545 | $3,303-23.0% | $5,540-54.1% | $4,212-39.6% |
| Admin fee / account holder | $529 | $6,746-92.2% | $14,329-96.3% | $7,344-92.8% |