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 4-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 | $28,502 | $81,460-65.0% | $103,333-72.4% | $80,856-64.7% |
| Participation rate | 38.0% | 66.8%-28.8pp | 74.5%-36.5pp | 67.6%-29.6pp |
| Annual return | 14.12% | 25.55%-11.4pp | 24.88%-10.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,620 | $3,105-47.8% | $3,868-58.1% | $2,755-41.2% |
| Participant deferral / active EE | $2,654 | $3,869-31.4% | $5,057-47.5% | $4,296-38.2% |
| Admin fee / account holder | $1,421 | $6,566-78.4% | $8,355-83.0% | $6,918-79.5% |