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 | $29,516 | $67,606-56.3% | $82,313-64.1% | $70,131-57.9% |
| Participation rate | 62.2% | 72.8%-10.5pp | 76.9%-14.7pp | 69.5%-7.3pp |
| Annual return | 16.82% | 21.57%-4.7pp | 25.88%-9.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,132 | $1,755-35.5% | $2,428-53.4% | $2,342-51.7% |
| Participant deferral / active EE | $3,457 | $2,987+15.7% | $3,706-6.7% | $3,332+3.7% |
| Admin fee / account holder | $3,356 | $4,512-25.6% | $5,608-40.1% | $4,645-27.7% |