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 | $25,118 | $81,248-69.1% | $155,509-83.8% | $80,856-68.9% |
| Participation rate | 59.8% | 66.2%-6.5pp | 78.2%-18.4pp | 67.6%-7.9pp |
| Annual return | 14.67% | 33.31%-18.6pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,202 | $3,100-61.2% | $4,672-74.3% | $2,755-56.4% |
| Participant deferral / active EE | $1,745 | $3,452-49.4% | $5,626-69.0% | $4,296-59.4% |
| Admin fee / account holder | $2,752 | $7,997-65.6% | $15,912-82.7% | $6,918-60.2% |