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 | $28,538 | $67,606-57.8% | $82,313-65.3% | $70,131-59.3% |
| Participation rate | 26.7% | 72.8%-46.1pp | 76.9%-50.2pp | 69.5%-42.9pp |
| Annual return | 18.49% | 21.57%-3.1pp | 25.88%-7.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,381 | $1,755-21.3% | $2,428-43.1% | $2,342-41.0% |
| Participant deferral / active EE | $1,910 | $2,987-36.0% | $3,706-48.5% | $3,332-42.7% |
| Admin fee / account holder | $1,004 | $4,512-77.7% | $5,608-82.1% | $4,645-78.4% |