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 | $28,022 | $80,717-65.3% | $154,803-81.9% | $84,808-67.0% |
| Participation rate | 55.9% | 66.8%-10.9pp | 78.1%-22.2pp | 68.3%-12.4pp |
| Annual return | 16.05% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,002 | $2,761-63.7% | $4,305-76.7% | $2,631-61.9% |
| Participant deferral / active EE | $1,489 | $3,303-54.9% | $5,540-73.1% | $4,212-64.6% |
| Admin fee / account holder | $666 | $6,746-90.1% | $14,329-95.3% | $7,344-90.9% |