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 | $29,396 | $65,041-54.8% | $90,951-67.7% | $79,858-63.2% |
| Participation rate | 51.9% | 61.6%-9.7pp | 69.0%-17.1pp | 69.6%-17.7pp |
| Annual return | 11.47% | 30.45%-19.0pp | 134.60%-123.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $515 | $1,247-58.7% | $2,122-75.7% | $2,471-79.2% |
| Participant deferral / active EE | $2,059 | $2,512-18.0% | $3,373-39.0% | $3,740-45.0% |
| Admin fee / account holder | $6,587 | $4,536+45.2% | $5,959+10.5% | $5,306+24.1% |