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 | $23,554 | $99,341-76.3% | $84,750-72.2% | $273,961-91.4% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 6.39% | 22.93%-16.5pp | 22.78%-16.4pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,745 | $4,214-58.6% | $3,574-51.2% | $4,869-64.2% |
| Participant deferral / active EE | $1,978 | $4,269-53.7% | $3,712-46.7% | $5,287-62.6% |
| Admin fee / account holder | $1,244 | $6,644-81.3% | $5,332-76.7% | $10,132-87.7% |