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 8-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 | $25,240 | $57,016-55.7% | $84,966-70.3% | $80,856-68.8% |
| Participation rate | 59.6% | 56.3%+3.2pp | 67.5%-8.0pp | 67.6%-8.1pp |
| Annual return | 12.24% | 21.66%-9.4pp | 66.38%-54.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $930 | $1,798-48.3% | $2,727-65.9% | $2,755-66.2% |
| Participant deferral / active EE | $1,866 | $3,110-40.0% | $4,519-58.7% | $4,296-56.6% |
| Admin fee / account holder | $2,570 | $4,980-48.4% | $6,149-58.2% | $6,918-62.8% |