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 | $20,647 | $91,190-77.4% | $178,490-88.4% | $79,858-74.1% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 24.63% | 24.19%+0.4pp | 151.07%-126.4pp | 31.71%-7.1pp |
| Employer contribution / active EE | $2,128 | $3,256-34.6% | $5,011-57.5% | $2,471-13.9% |
| Participant deferral / active EE | $2,365 | $3,236-26.9% | $5,202-54.5% | $3,740-36.8% |
| Admin fee / account holder | $1,663 | $6,751-75.4% | $13,984-88.1% | $5,306-68.7% |