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 | $31,037 | $68,719-54.8% | $91,541-66.1% | $84,808-63.4% |
| Participation rate | 56.9% | 64.5%-7.6pp | 69.8%-12.9pp | 68.3%-11.4pp |
| Annual return | 18.75% | 19.12%-0.4pp | 20.50%-1.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $988 | $1,920-48.5% | $2,505-60.6% | $2,631-62.5% |
| Participant deferral / active EE | $2,544 | $3,136-18.9% | $4,008-36.5% | $4,212-39.6% |
| Admin fee / account holder | $724 | $5,786-87.5% | $6,956-89.6% | $7,344-90.1% |