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 | $24,929 | $96,956-74.3% | $70,014-64.4% | $273,961-90.9% |
| Participation rate | 38.1% | 77.1%-39.0pp | 71.8%-33.7pp | 83.0%-44.9pp |
| Annual return | 7.41% | 12.93%-5.5pp | 12.99%-5.6pp | 41.45%-34.0pp |
| Employer contribution / active EE | $755 | $3,316-77.2% | $2,338-67.7% | $4,869-84.5% |
| Participant deferral / active EE | $1,646 | $3,744-56.0% | $2,931-43.8% | $5,287-68.9% |
| Admin fee / account holder | $623 | $7,934-92.2% | $4,380-85.8% | $10,132-93.9% |