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 | $22,451 | $60,022-62.6% | $88,946-74.8% | $84,808-73.5% |
| Participation rate | 61.5% | 57.8%+3.7pp | 68.8%-7.3pp | 68.3%-6.8pp |
| Annual return | 18.57% | 22.43%-3.9pp | 57.82%-39.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,380 | $1,703-19.0% | $2,555-46.0% | $2,631-47.6% |
| Participant deferral / active EE | $2,482 | $3,114-20.3% | $4,581-45.8% | $4,212-41.1% |
| Admin fee / account holder | $1,584 | $4,811-67.1% | $8,261-80.8% | $7,344-78.4% |