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 | $26,987 | $56,897-52.6% | $84,750-68.2% | $62,891-57.1% |
| Participation rate | 25.0% | 68.5%-43.5pp | 76.6%-51.6pp | 69.3%-44.3pp |
| Annual return | 9.25% | 6.30%+2.9pp | 22.78%-13.5pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,261 | $2,400-47.4% | $3,574-64.7% | $2,281-44.7% |
| Participant deferral / active EE | $2,056 | $2,709-24.1% | $3,712-44.6% | $3,203-35.8% |
| Admin fee / account holder | $8,765 | $3,581+144.8% | $5,332+64.4% | $4,296+104.0% |