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 | $29,469 | $81,248-63.7% | $155,509-81.1% | $80,856-63.6% |
| Participation rate | 64.1% | 66.2%-2.1pp | 78.2%-14.1pp | 67.6%-3.5pp |
| Annual return | 11.18% | 33.31%-22.1pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,130 | $3,100-63.5% | $4,672-75.8% | $2,755-59.0% |
| Participant deferral / active EE | $2,074 | $3,452-39.9% | $5,626-63.1% | $4,296-51.7% |
| Admin fee / account holder | $3,588 | $7,997-55.1% | $15,912-77.5% | $6,918-48.1% |