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 5-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 | $24,256 | $81,460-70.2% | $103,333-76.5% | $80,856-70.0% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 22.52% | 25.55%-3.0pp | 24.88%-2.4pp | 35.59%-13.1pp |
| Employer contribution / active EE | $1,484 | $3,105-52.2% | $3,868-61.6% | $2,755-46.1% |
| Participant deferral / active EE | $2,134 | $3,869-44.8% | $5,057-57.8% | $4,296-50.3% |
| Admin fee / account holder | $1,622 | $6,566-75.3% | $8,355-80.6% | $6,918-76.6% |