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 | $22,858 | $65,365-65.0% | $92,893-75.4% | $72,985-68.7% |
| Participation rate | 60.0% | 68.3%-8.3pp | 76.0%-16.0pp | 69.5%-9.5pp |
| Annual return | 28.74% | 42.10%-13.4pp | 109.41%-80.7pp | 81.00%-52.3pp |
| Employer contribution / active EE | $1,759 | $2,594-32.2% | $3,653-51.9% | $2,440-27.9% |
| Participant deferral / active EE | $3,465 | $3,128+10.8% | $4,236-18.2% | $3,607-3.9% |
| Admin fee / account holder | $1,125 | $4,251-73.5% | $5,794-80.6% | $5,124-78.0% |