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 | $27,351 | $54,762-50.1% | $90,281-69.7% | $72,985-62.5% |
| Participation rate | 30.2% | 65.1%-35.0pp | 73.3%-43.1pp | 69.5%-39.3pp |
| Annual return | 25.09% | 30.63%-5.5pp | 78.10%-53.0pp | 81.00%-55.9pp |
| Employer contribution / active EE | $263 | $2,092-87.4% | $2,854-90.8% | $2,440-89.2% |
| Participant deferral / active EE | $1,150 | $2,887-60.2% | $3,885-70.4% | $3,607-68.1% |
| Admin fee / account holder | $467 | $3,972-88.3% | $5,351-91.3% | $5,124-90.9% |