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 | $22,139 | $64,348-65.6% | $90,160-75.4% | $70,131-68.4% |
| Participation rate | 68.7% | 70.4%-1.8pp | 76.9%-8.2pp | 69.5%-0.9pp |
| Annual return | 17.19% | 28.13%-10.9pp | 34.88%-17.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,211 | $2,046-40.8% | $3,318-63.5% | $2,342-48.3% |
| Participant deferral / active EE | $2,236 | $4,389-49.0% | $5,288-57.7% | $3,332-32.9% |
| Admin fee / account holder | $1,218 | $3,944-69.1% | $5,943-79.5% | $4,645-73.8% |