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 | $25,280 | $55,706-54.6% | $75,886-66.7% | $72,985-65.4% |
| Participation rate | 39.1% | 61.1%-22.1pp | 69.3%-30.2pp | 69.5%-30.4pp |
| Annual return | 17.21% | 27.59%-10.4pp | 30.76%-13.5pp | 81.00%-63.8pp |
| Employer contribution / active EE | $745 | $1,687-55.8% | $2,500-70.2% | $2,440-69.5% |
| Participant deferral / active EE | $1,485 | $2,634-43.6% | $3,603-58.8% | $3,607-58.8% |
| Admin fee / account holder | $1,749 | $3,978-56.0% | $5,418-67.7% | $5,124-65.9% |