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 | $23,799 | $56,110-57.6% | $94,993-74.9% | $70,131-66.1% |
| Participation rate | 61.4% | 65.0%-3.6pp | 73.9%-12.5pp | 69.5%-8.1pp |
| Annual return | 19.19% | 51.02%-31.8pp | 27.12%-7.9pp | 73.14%-53.9pp |
| Employer contribution / active EE | $735 | $1,442-49.0% | $2,603-71.8% | $2,342-68.6% |
| Participant deferral / active EE | $1,794 | $2,391-25.0% | $3,317-45.9% | $3,332-46.1% |
| Admin fee / account holder | $1,368 | $3,456-60.4% | $4,960-72.4% | $4,645-70.5% |