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 | $28,995 | $72,492-60.0% | $87,100-66.7% | $72,985-60.3% |
| Participation rate | 47.9% | 72.8%-24.9pp | 76.9%-29.0pp | 69.5%-21.6pp |
| Annual return | 24.31% | 24.46%-0.1pp | 28.19%-3.9pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,168 | $1,894-38.3% | $2,521-53.7% | $2,440-52.1% |
| Participant deferral / active EE | $2,253 | $3,270-31.1% | $4,049-44.4% | $3,607-37.6% |
| Admin fee / account holder | $3,280 | $5,055-35.1% | $7,497-56.2% | $5,124-36.0% |