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 | $24,984 | $77,634-67.8% | $156,549-84.0% | $62,891-60.3% |
| Participation rate | 42.6% | 71.2%-28.6pp | 84.0%-41.4pp | 69.3%-26.7pp |
| Annual return | 9.57% | 50.32%-40.8pp | 32.23%-22.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,578 | $3,444-54.2% | $5,501-71.3% | $2,281-30.8% |
| Participant deferral / active EE | $3,091 | $3,045+1.5% | $4,871-36.5% | $3,203-3.5% |
| Admin fee / account holder | $474 | $5,561-91.5% | $13,027-96.4% | $4,296-89.0% |