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 | $18,391 | $77,634-76.3% | $156,549-88.3% | $62,891-70.8% |
| Participation rate | 51.8% | 71.2%-19.4pp | 84.0%-32.2pp | 69.3%-17.5pp |
| Annual return | 7.07% | 50.32%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,563 | $3,444-54.6% | $5,501-71.6% | $2,281-31.5% |
| Participant deferral / active EE | $1,402 | $3,045-54.0% | $4,871-71.2% | $3,203-56.2% |
| Admin fee / account holder | $3,798 | $5,561-31.7% | $13,027-70.8% | $4,296-11.6% |