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 | $27,886 | $54,541-48.9% | $78,778-64.6% | $70,131-60.2% |
| Participation rate | 57.6% | 60.8%-3.2pp | 69.2%-11.6pp | 69.5%-12.0pp |
| Annual return | 16.02% | 21.07%-5.1pp | 35.62%-19.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,296 | $1,089+19.0% | $1,986-34.7% | $2,342-44.7% |
| Participant deferral / active EE | $2,760 | $2,210+24.9% | $2,958-6.7% | $3,332-17.2% |
| Admin fee / account holder | $407 | $3,709-89.0% | $5,134-92.1% | $4,645-91.2% |