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 | $28,052 | $80,968-65.4% | $96,544-70.9% | $75,163-62.7% |
| Participation rate | 46.8% | 71.8%-24.9pp | 76.0%-29.1pp | 67.2%-20.4pp |
| Annual return | 20.91% | 27.06%-6.2pp | 25.84%-4.9pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,066 | $2,282-53.3% | $2,965-64.1% | $2,670-60.1% |
| Participant deferral / active EE | $2,064 | $3,928-47.5% | $4,851-57.5% | $4,125-50.0% |
| Admin fee / account holder | $2,443 | $6,724-63.7% | $8,252-70.4% | $5,651-56.8% |