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 | $27,540 | $50,958-46.0% | $74,550-63.1% | $64,186-57.1% |
| Participation rate | 40.6% | 61.1%-20.4pp | 69.1%-28.5pp | 69.6%-28.9pp |
| Annual return | 13.99% | -1.86%+15.8pp | 32.53%-18.5pp | 7.63%+6.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,019 | $2,301-55.7% | $3,108-67.2% | $3,470-70.6% |
| Admin fee / account holder | $331 | $4,223-92.2% | $5,060-93.5% | $4,888-93.2% |