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 | $26,945 | $85,022-68.3% | $70,515-61.8% | $139,434-80.7% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.3%-8.3pp | 80.3%-20.3pp |
| Annual return | 19.37% | 30.38%-11.0pp | 32.77%-13.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,202 | $3,909-43.7% | $2,973-25.9% | $4,751-53.6% |
| Participant deferral / active EE | $5,554 | $5,890-5.7% | $4,567+21.6% | $6,710-17.2% |
| Admin fee / account holder | $2,527 | $8,906-71.6% | $6,412-60.6% | $11,403-77.8% |