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 | $31,143 | $101,724-69.4% | $164,813-81.1% | $80,856-61.5% |
| Participation rate | 69.8% | 71.8%-2.1pp | 78.6%-8.8pp | 67.6%+2.1pp |
| Annual return | 15.09% | 16.72%-1.6pp | 69.93%-54.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,378 | $2,953+14.4% | $4,341-22.2% | $2,755+22.6% |
| Participant deferral / active EE | $5,988 | $4,477+33.7% | $6,031-0.7% | $4,296+39.4% |
| Admin fee / account holder | $3,397 | $8,227-58.7% | $12,690-73.2% | $6,918-50.9% |