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 | $25,418 | $81,248-68.7% | $155,509-83.7% | $80,856-68.6% |
| Participation rate | 62.2% | 66.2%-4.1pp | 78.2%-16.0pp | 67.6%-5.5pp |
| Annual return | 25.38% | 33.31%-7.9pp | 64.67%-39.3pp | 35.59%-10.2pp |
| Employer contribution / active EE | $1,001 | $3,100-67.7% | $4,672-78.6% | $2,755-63.7% |
| Participant deferral / active EE | $2,125 | $3,452-38.4% | $5,626-62.2% | $4,296-50.5% |
| Admin fee / account holder | $3,822 | $7,997-52.2% | $15,912-76.0% | $6,918-44.8% |