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 | $32,025 | $62,672-48.9% | $185,117-82.7% | $70,131-54.3% |
| Participation rate | 62.5% | 63.8%-1.3pp | 77.3%-14.8pp | 69.5%-7.0pp |
| Annual return | 30.09% | 40.79%-10.7pp | 40.50%-10.4pp | 73.14%-43.1pp |
| Employer contribution / active EE | $1,120 | $1,753-36.1% | $4,182-73.2% | $2,342-52.2% |
| Participant deferral / active EE | $2,760 | $3,272-15.6% | $5,045-45.3% | $3,332-17.2% |
| Admin fee / account holder | $4,408 | $3,932+12.1% | $8,159-46.0% | $4,645-5.1% |