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 | $27,009 | $71,050-62.0% | $93,606-71.1% | $80,856-66.6% |
| Participation rate | 68.0% | 60.4%+7.6pp | 68.7%-0.7pp | 67.6%+0.4pp |
| Annual return | 15.29% | 11.26%+4.0pp | 133.20%-117.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $3,329 | $1,564+112.9% | $2,420+37.6% | $2,755+20.8% |
| Participant deferral / active EE | $3,877 | $4,034-3.9% | $4,411-12.1% | $4,296-9.7% |
| Admin fee / account holder | $800 | $6,945-88.5% | $8,285-90.3% | $6,918-88.4% |