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 | $28,614 | $51,045-43.9% | $70,515-59.4% | $71,457-60.0% |
| Participation rate | 24.5% | 59.4%-34.9pp | 68.3%-43.8pp | 67.9%-43.4pp |
| Annual return | 20.29% | 42.63%-22.3pp | 32.77%-12.5pp | 28.85%-8.6pp |
| Employer contribution / active EE | $724 | $1,790-59.5% | $2,973-75.6% | $2,588-72.0% |
| Participant deferral / active EE | $1,257 | $3,026-58.5% | $4,567-72.5% | $4,289-70.7% |
| Admin fee / account holder | $1,578 | $1,994-20.9% | $6,412-75.4% | $1,587-0.6% |