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 | $20,821 | $57,016-63.5% | $84,966-75.5% | $80,856-74.2% |
| Participation rate | 53.8% | 56.3%-2.5pp | 67.5%-13.7pp | 67.6%-13.8pp |
| Annual return | 15.94% | 21.66%-5.7pp | 66.38%-50.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,220 | $1,798-32.2% | $2,727-55.3% | $2,755-55.7% |
| Participant deferral / active EE | $1,971 | $3,110-36.6% | $4,519-56.4% | $4,296-54.1% |
| Admin fee / account holder | $5,453 | $4,980+9.5% | $6,149-11.3% | $6,918-21.2% |