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 | $21,375 | $63,355-66.3% | $91,989-76.8% | $72,985-70.7% |
| Participation rate | 67.0% | 72.5%-5.5pp | 78.6%-11.6pp | 69.5%-2.5pp |
| Annual return | 37.68% | 35.35%+2.3pp | 69.02%-31.3pp | 81.00%-43.3pp |
| Employer contribution / active EE | $2,014 | $2,116-4.8% | $3,452-41.7% | $2,440-17.5% |
| Participant deferral / active EE | $5,313 | $4,883+8.8% | $5,923-10.3% | $3,607+47.3% |
| Admin fee / account holder | $1,143 | $4,668-75.5% | $7,743-85.2% | $5,124-77.7% |