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 | $26,534 | $60,349-56.0% | $74,183-64.2% | $62,891-57.8% |
| Participation rate | 18.3% | 72.7%-54.4pp | 76.6%-58.3pp | 69.3%-51.0pp |
| Annual return | 7.34% | 21.37%-14.0pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,435 | $2,856-49.7% | $3,550-59.6% | $3,203-55.2% |
| Admin fee / account holder | $1,358 | $4,261-68.1% | $5,586-75.7% | $4,296-68.4% |