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 7-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 | $25,426 | $49,915-49.1% | $154,803-83.6% | $74,304-65.8% |
| Participation rate | 64.8% | 54.0%+10.8pp | 78.1%-13.3pp | 60.3%+4.4pp |
| Annual return | 15.40% | 34.06%-18.7pp | 58.88%-43.5pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,603 | $1,611-0.5% | $4,305-62.8% | $2,241-28.5% |
| Participant deferral / active EE | $2,585 | $2,255+14.7% | $5,540-53.3% | $3,767-31.4% |
| Admin fee / account holder | $1,496 | $2,189-31.7% | $14,329-89.6% | $2,969-49.6% |