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 | $24,583 | $86,699-71.6% | $73,307-66.5% | $125,391-80.4% |
| Participation rate | 46.2% | 78.6%-32.5pp | 74.9%-28.8pp | 83.2%-37.0pp |
| Annual return | 1.78% | 2.78%-1.0pp | 5.67%-3.9pp | 282.22%-280.4pp |
| Employer contribution / active EE | $1,599 | $4,152-61.5% | $3,237-50.6% | $4,866-67.1% |
| Participant deferral / active EE | $2,541 | $5,550-54.2% | $4,991-49.1% | $5,352-52.5% |
| Admin fee / account holder | $758 | $7,771-90.2% | $5,637-86.6% | $9,540-92.1% |