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 | $26,184 | $65,365-59.9% | $92,893-71.8% | $72,985-64.1% |
| Participation rate | 45.1% | 68.3%-23.2pp | 76.0%-30.9pp | 69.5%-24.4pp |
| Annual return | 20.14% | 42.10%-22.0pp | 109.41%-89.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,066 | $2,594-58.9% | $3,653-70.8% | $2,440-56.3% |
| Participant deferral / active EE | $2,698 | $3,128-13.7% | $4,236-36.3% | $3,607-25.2% |
| Admin fee / account holder | $839 | $4,251-80.3% | $5,794-85.5% | $5,124-83.6% |