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 | $28,251 | $106,515-73.5% | $96,683-70.8% | $139,434-79.7% |
| Participation rate | 65.0% | 77.8%-12.8pp | 74.3%-9.3pp | 80.3%-15.3pp |
| Annual return | 26.32% | 38.43%-12.1pp | 35.69%-9.4pp | 372.94%-346.6pp |
| Employer contribution / active EE | $3,319 | $4,103-19.1% | $3,737-11.2% | $4,751-30.1% |
| Participant deferral / active EE | $2,781 | $5,454-49.0% | $4,878-43.0% | $6,710-58.6% |
| Admin fee / account holder | $1,687 | $7,877-78.6% | $6,730-74.9% | $11,403-85.2% |