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 | $23,363 | $76,552-69.5% | $123,892-81.1% | $62,891-62.9% |
| Participation rate | 63.6% | 73.0%-9.3pp | 81.4%-17.8pp | 69.3%-5.7pp |
| Annual return | 13.87% | 18.68%-4.8pp | 47.52%-33.7pp | 20.14%-6.3pp |
| Employer contribution / active EE | $1,268 | $2,883-56.0% | $4,617-72.5% | $2,281-44.4% |
| Participant deferral / active EE | $2,149 | $4,840-55.6% | $5,984-64.1% | $3,203-32.9% |
| Admin fee / account holder | $5,990 | $4,826+24.1% | $8,357-28.3% | $4,296+39.4% |