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 | $34,854 | $65,365-46.7% | $92,893-62.5% | $72,985-52.2% |
| Participation rate | 61.4% | 68.3%-6.9pp | 76.0%-14.6pp | 69.5%-8.1pp |
| Annual return | 23.75% | 42.10%-18.4pp | 109.41%-85.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $845 | $2,594-67.4% | $3,653-76.9% | $2,440-65.4% |
| Participant deferral / active EE | $2,469 | $3,128-21.1% | $4,236-41.7% | $3,607-31.6% |
| Admin fee / account holder | $6,308 | $4,251+48.4% | $5,794+8.9% | $5,124+23.1% |