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 | $27,539 | $52,379-47.4% | $46,225-40.4% | $273,961-89.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 79.5%-17.0pp | 83.0%-20.5pp |
| Annual return | 4.39% | 7.23%-2.8pp | 7.57%-3.2pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,382 | $4,226-67.3% | $3,424-59.6% | $4,869-71.6% |
| Participant deferral / active EE | $3,073 | $4,660-34.1% | $3,776-18.6% | $5,287-41.9% |
| Admin fee / account holder | $760 | $4,652-83.7% | $3,519-78.4% | $10,132-92.5% |