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 6-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 | $19,161 | $48,750-60.7% | $88,946-78.5% | $74,304-74.2% |
| Participation rate | 60.7% | 44.5%+16.2pp | 68.8%-8.2pp | 60.3%+0.3pp |
| Annual return | 15.86% | 25.91%-10.1pp | 57.82%-42.0pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,384 | $1,255+10.3% | $2,555-45.8% | $2,241-38.2% |
| Participant deferral / active EE | $2,711 | $2,423+11.9% | $4,581-40.8% | $3,767-28.0% |
| Admin fee / account holder | $2,011 | $3,756-46.4% | $8,261-75.7% | $2,969-32.2% |