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 9-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 | $25,276 | $47,848-47.2% | $81,478-69.0% | $70,131-64.0% |
| Participation rate | 57.1% | 58.3%-1.1pp | 68.0%-10.8pp | 69.5%-12.4pp |
| Annual return | 24.75% | 27.25%-2.5pp | 38.78%-14.0pp | 73.14%-48.4pp |
| Employer contribution / active EE | $1,784 | $1,527+16.8% | $2,568-30.5% | $2,342-23.8% |
| Participant deferral / active EE | $3,364 | $2,453+37.1% | $3,537-4.9% | $3,332+1.0% |
| Admin fee / account holder | $1,429 | $3,145-54.6% | $4,561-68.7% | $4,645-69.2% |