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 3-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 | $26,651 | $80,717-67.0% | $154,803-82.8% | $84,808-68.6% |
| Participation rate | 61.6% | 66.8%-5.2pp | 78.1%-16.4pp | 68.3%-6.7pp |
| Annual return | 23.78% | 37.96%-14.2pp | 58.88%-35.1pp | 40.90%-17.1pp |
| Employer contribution / active EE | $1,411 | $2,761-48.9% | $4,305-67.2% | $2,631-46.4% |
| Participant deferral / active EE | $3,465 | $3,303+4.9% | $5,540-37.5% | $4,212-17.7% |
| Admin fee / account holder | $407 | $6,746-94.0% | $14,329-97.2% | $7,344-94.5% |