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 | $25,878 | $41,377-37.5% | $109,313-76.3% | $62,891-58.9% |
| Participation rate | 69.4% | 57.5%+11.8pp | 71.3%-1.9pp | 69.3%0pp |
| Annual return | 7.94% | 11.05%-3.1pp | 22.07%-14.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $358 | $1,276-71.9% | $3,892-90.8% | $2,281-84.3% |
| Participant deferral / active EE | $1,664 | $2,045-18.6% | $3,166-47.5% | $3,203-48.0% |
| Admin fee / account holder | $1,904 | $2,884-34.0% | $5,666-66.4% | $4,296-55.7% |