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 | $27,767 | $54,541-49.1% | $78,778-64.8% | $70,131-60.4% |
| Participation rate | 48.1% | 60.8%-12.7pp | 69.2%-21.1pp | 69.5%-21.5pp |
| Annual return | 20.48% | 21.07%-0.6pp | 35.62%-15.1pp | 73.14%-52.7pp |
| Employer contribution / active EE | $273 | $1,089-74.9% | $1,986-86.2% | $2,342-88.3% |
| Participant deferral / active EE | $3,206 | $2,210+45.1% | $2,958+8.4% | $3,332-3.8% |
| Admin fee / account holder | $884 | $3,709-76.2% | $5,134-82.8% | $4,645-81.0% |