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 | $27,730 | $32,037-13.4% | $69,182-59.9% | $62,891-55.9% |
| Participation rate | 49.5% | 43.4%+6.0pp | 55.1%-5.7pp | 69.3%-19.9pp |
| Annual return | 7.71% | 15.16%-7.5pp | -21.93%+29.6pp | 20.14%-12.4pp |
| Employer contribution / active EE | $413 | $679-39.1% | $1,206-65.7% | $2,281-81.9% |
| Participant deferral / active EE | $1,081 | $1,185-8.8% | $1,897-43.0% | $3,203-66.3% |
| Admin fee / account holder | $729 | $2,608-72.1% | $2,697-73.0% | $4,296-83.0% |