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 | $25,455 | $64,480-60.5% | $81,382-68.7% | $80,856-68.5% |
| Participation rate | 60.6% | 63.9%-3.3pp | 69.5%-8.9pp | 67.6%-7.0pp |
| Annual return | 16.15% | 16.34%-0.2pp | 24.73%-8.6pp | 35.59%-19.4pp |
| Employer contribution / active EE | $918 | $1,978-53.6% | $2,463-62.7% | $2,755-66.7% |
| Participant deferral / active EE | $2,688 | $3,094-13.1% | $3,883-30.8% | $4,296-37.4% |
| Admin fee / account holder | $1,824 | $5,671-67.8% | $5,768-68.4% | $6,918-73.6% |