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 | $33,428 | $78,422-57.4% | $95,952-65.2% | $79,858-58.1% |
| Participation rate | 26.8% | 73.5%-46.7pp | 77.1%-50.2pp | 69.6%-42.8pp |
| Annual return | 18.83% | 19.37%-0.5pp | 91.61%-72.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $635 | $1,945-67.4% | $2,541-75.0% | $2,471-74.3% |
| Participant deferral / active EE | $1,768 | $3,440-48.6% | $4,167-57.6% | $3,740-52.7% |
| Admin fee / account holder | $1,020 | $5,622-81.9% | $6,795-85.0% | $5,306-80.8% |