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 | $24,939 | $63,346-60.6% | $92,233-73.0% | $70,131-64.4% |
| Participation rate | 36.4% | 68.7%-32.3pp | 76.5%-40.1pp | 69.5%-33.2pp |
| Annual return | 15.17% | 530.12%-514.9pp | 176.28%-161.1pp | 73.14%-58.0pp |
| Employer contribution / active EE | $882 | $2,471-64.3% | $3,679-76.0% | $2,342-62.3% |
| Participant deferral / active EE | $1,782 | $2,854-37.6% | $3,897-54.3% | $3,332-46.5% |
| Admin fee / account holder | $905 | $3,840-76.4% | $5,194-82.6% | $4,645-80.5% |