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 | $26,535 | $67,411-60.6% | $91,001-70.8% | $70,131-62.2% |
| Participation rate | 69.4% | 71.4%-1.9pp | 75.6%-6.2pp | 69.5%-0.1pp |
| Annual return | 19.14% | -40.16%+59.3pp | 4.60%+14.5pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,117 | $1,786-37.5% | $2,456-54.5% | $2,342-52.3% |
| Participant deferral / active EE | $1,708 | $2,823-39.5% | $3,547-51.8% | $3,332-48.7% |
| Admin fee / account holder | $1,036 | $4,236-75.5% | $5,417-80.9% | $4,645-77.7% |