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 | $22,456 | $71,050-68.4% | $93,606-76.0% | $80,856-72.2% |
| Participation rate | 47.4% | 60.4%-13.0pp | 68.7%-21.4pp | 67.6%-20.3pp |
| Annual return | 16.75% | 11.26%+5.5pp | 133.20%-116.4pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,194 | $1,564-23.7% | $2,420-50.7% | $2,755-56.7% |
| Participant deferral / active EE | $2,075 | $4,034-48.6% | $4,411-53.0% | $4,296-51.7% |
| Admin fee / account holder | $1,880 | $6,945-72.9% | $8,285-77.3% | $6,918-72.8% |