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 | $26,785 | $179,726-85.1% | $156,263-82.9% | $142,382-81.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 16.98% | 77.86%-60.9pp | 59.47%-42.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,418 | $5,069-72.0% | $4,333-67.3% | $4,299-67.0% |
| Participant deferral / active EE | $2,335 | $6,956-66.4% | $6,158-62.1% | $6,507-64.1% |
| Admin fee / account holder | $413 | $17,272-97.6% | $14,255-97.1% | $12,624-96.7% |