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 | $31,513 | $78,422-59.8% | $95,952-67.2% | $79,858-60.5% |
| Participation rate | 44.0% | 73.5%-29.5pp | 77.1%-33.1pp | 69.6%-25.6pp |
| Annual return | 14.61% | 19.37%-4.8pp | 91.61%-77.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $763 | $1,945-60.8% | $2,541-70.0% | $2,471-69.1% |
| Participant deferral / active EE | $1,695 | $3,440-50.7% | $4,167-59.3% | $3,740-54.7% |
| Admin fee / account holder | $414 | $5,622-92.6% | $6,795-93.9% | $5,306-92.2% |