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 8-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 | $27,085 | $57,016-52.5% | $84,966-68.1% | $80,856-66.5% |
| Participation rate | 61.8% | 56.3%+5.4pp | 67.5%-5.7pp | 67.6%-5.9pp |
| Annual return | 14.26% | 21.66%-7.4pp | 66.38%-52.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,755 | $1,798-2.4% | $2,727-35.6% | $2,755-36.3% |
| Participant deferral / active EE | $2,667 | $3,110-14.2% | $4,519-41.0% | $4,296-37.9% |
| Admin fee / account holder | $1,505 | $4,980-69.8% | $6,149-75.5% | $6,918-78.2% |