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 8-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 | $25,283 | $53,777-53.0% | $134,143-81.2% | $79,858-68.3% |
| Participation rate | 66.7% | 58.8%+7.9pp | 72.2%-5.5pp | 69.6%-3.0pp |
| Annual return | 22.38% | 19.01%+3.4pp | 36.33%-13.9pp | 31.71%-9.3pp |
| Employer contribution / active EE | $402 | $1,321-69.6% | $3,704-89.1% | $2,471-83.7% |
| Participant deferral / active EE | $1,376 | $2,420-43.1% | $3,499-60.7% | $3,740-63.2% |
| Admin fee / account holder | $382 | $3,984-90.4% | $6,684-94.3% | $5,306-92.8% |