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 | $28,595 | $72,492-60.6% | $87,100-67.2% | $72,985-60.8% |
| Participation rate | 61.0% | 72.8%-11.8pp | 76.9%-15.8pp | 69.5%-8.4pp |
| Annual return | 42.33% | 24.46%+17.9pp | 28.19%+14.1pp | 81.00%-38.7pp |
| Employer contribution / active EE | $1,139 | $1,894-39.8% | $2,521-54.8% | $2,440-53.3% |
| Participant deferral / active EE | $1,995 | $3,270-39.0% | $4,049-50.7% | $3,607-44.7% |
| Admin fee / account holder | $5,543 | $5,055+9.7% | $7,497-26.1% | $5,124+8.2% |