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 | $25,730 | $43,723-41.2% | $121,196-78.8% | $64,186-59.9% |
| Participation rate | 69.2% | 58.3%+10.9pp | 71.7%-2.5pp | 69.6%-0.3pp |
| Annual return | 2.83% | 68.91%-66.1pp | 16.93%-14.1pp | 7.63%-4.8pp |
| Employer contribution / active EE | $451 | $1,296-65.2% | $4,022-88.8% | $2,381-81.0% |
| Participant deferral / active EE | $2,790 | $2,280+22.4% | $3,344-16.6% | $3,470-19.6% |
| Admin fee / account holder | $16,390 | $3,501+368.1% | $5,019+226.5% | $4,888+235.3% |