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 | $24,359 | $61,272-60.2% | $149,673-83.7% | $71,457-65.9% |
| Participation rate | 47.8% | 62.5%-14.7pp | 78.8%-31.0pp | 67.9%-20.2pp |
| Annual return | 21.70% | 35.85%-14.2pp | 134.42%-112.7pp | 28.85%-7.1pp |
| Employer contribution / active EE | $608 | $2,378-74.4% | $4,818-87.4% | $2,588-76.5% |
| Participant deferral / active EE | $1,510 | $2,917-48.2% | $5,680-73.4% | $4,289-64.8% |
| Admin fee / account holder | $1,012 | $1,261-19.7% | $13,210-92.3% | $1,587-36.2% |