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 | $26,680 | $73,933-63.9% | $96,683-72.4% | $75,163-64.5% |
| Participation rate | 58.3% | 66.4%-8.1pp | 74.3%-16.0pp | 67.2%-8.9pp |
| Annual return | 23.97% | 26.70%-2.7pp | 35.69%-11.7pp | 160.62%-136.6pp |
| Employer contribution / active EE | $1,525 | $2,928-47.9% | $3,737-59.2% | $2,670-42.9% |
| Participant deferral / active EE | $1,884 | $3,659-48.5% | $4,878-61.4% | $4,125-54.3% |
| Admin fee / account holder | $11,607 | $5,216+122.5% | $6,730+72.5% | $5,651+105.4% |