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 | $24,362 | $55,706-56.3% | $75,886-67.9% | $72,985-66.6% |
| Participation rate | 58.6% | 61.1%-2.5pp | 69.3%-10.7pp | 69.5%-10.9pp |
| Annual return | 25.44% | 27.59%-2.2pp | 30.76%-5.3pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,602 | $1,687-5.0% | $2,500-35.9% | $2,440-34.3% |
| Participant deferral / active EE | $6,205 | $2,634+135.6% | $3,603+72.2% | $3,607+72.0% |
| Admin fee / account holder | $2,855 | $3,978-28.2% | $5,418-47.3% | $5,124-44.3% |