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 | $29,791 | $80,717-63.1% | $154,803-80.8% | $84,808-64.9% |
| Participation rate | 68.6% | 66.8%+1.8pp | 78.1%-9.5pp | 68.3%+0.3pp |
| Annual return | 15.54% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,518 | $2,761-45.0% | $4,305-64.7% | $2,631-42.3% |
| Participant deferral / active EE | $1,295 | $3,303-60.8% | $5,540-76.6% | $4,212-69.3% |
| Admin fee / account holder | $2,410 | $6,746-64.3% | $14,329-83.2% | $7,344-67.2% |