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 | $20,676 | $72,277-71.4% | $101,248-79.6% | $79,858-74.1% |
| Participation rate | 61.0% | 68.5%-7.5pp | 75.8%-14.8pp | 69.6%-8.7pp |
| Annual return | 15.50% | 22.30%-6.8pp | 46.47%-31.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,057 | $2,692-60.7% | $3,660-71.1% | $2,471-57.2% |
| Participant deferral / active EE | $2,125 | $3,282-35.2% | $4,370-51.4% | $3,740-43.2% |
| Admin fee / account holder | $3,139 | $4,400-28.7% | $5,945-47.2% | $5,306-40.8% |