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 | $40,334 | $65,365-38.3% | $92,893-56.6% | $72,985-44.7% |
| Participation rate | 26.2% | 68.3%-42.1pp | 76.0%-49.8pp | 69.5%-43.3pp |
| Annual return | 22.67% | 42.10%-19.4pp | 109.41%-86.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $738 | $2,594-71.6% | $3,653-79.8% | $2,440-69.8% |
| Participant deferral / active EE | $1,577 | $3,128-49.6% | $4,236-62.8% | $3,607-56.3% |
| Admin fee / account holder | $642 | $4,251-84.9% | $5,794-88.9% | $5,124-87.5% |