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 | $59,999 | $93,571-35.9% | $135,903-55.9% | $75,163-20.2% |
| Participation rate | 27.3% | 75.2%-47.9pp | 81.9%-54.6pp | 67.2%-39.9pp |
| Annual return | 18.20% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,579 | $3,537-55.4% | $4,856-67.5% | $2,670-40.9% |
| Participant deferral / active EE | $4,011 | $6,404-37.4% | $7,758-48.3% | $4,125-2.8% |
| Admin fee / account holder | $3,529 | $6,975-49.4% | $10,762-67.2% | $5,651-37.5% |