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 | $26,602 | $67,411-60.5% | $91,001-70.8% | $70,131-62.1% |
| Participation rate | 68.8% | 71.4%-2.6pp | 75.6%-6.9pp | 69.5%-0.8pp |
| Annual return | 16.21% | -40.16%+56.4pp | 4.60%+11.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,012 | $1,786-43.3% | $2,456-58.8% | $2,342-56.8% |
| Participant deferral / active EE | $1,305 | $2,823-53.8% | $3,547-63.2% | $3,332-60.8% |
| Admin fee / account holder | $2,162 | $4,236-49.0% | $5,417-60.1% | $4,645-53.5% |