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 | $26,324 | $80,717-67.4% | $154,803-83.0% | $84,808-69.0% |
| Participation rate | 51.9% | 66.8%-14.9pp | 78.1%-26.1pp | 68.3%-16.4pp |
| Annual return | 18.57% | 37.96%-19.4pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,407 | $2,761-49.1% | $4,305-67.3% | $2,631-46.5% |
| Participant deferral / active EE | $2,260 | $3,303-31.6% | $5,540-59.2% | $4,212-46.3% |
| Admin fee / account holder | $13,328 | $6,746+97.6% | $14,329-7.0% | $7,344+81.5% |