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 | $23,734 | $48,364-50.9% | $71,796-66.9% | $62,891-62.3% |
| Participation rate | 56.6% | 60.6%-4.0pp | 69.1%-12.5pp | 69.3%-12.7pp |
| Annual return | 8.64% | 13.16%-4.5pp | 78.04%-69.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $378 | $1,042-63.7% | $1,924-80.4% | $2,281-83.4% |
| Participant deferral / active EE | $1,514 | $2,091-27.6% | $2,794-45.8% | $3,203-52.7% |
| Admin fee / account holder | $1,203 | $3,771-68.1% | $4,815-75.0% | $4,296-72.0% |