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 | $24,232 | $58,523-58.6% | $99,443-75.6% | $72,985-66.8% |
| Participation rate | 59.4% | 64.6%-5.2pp | 73.8%-14.4pp | 69.5%-10.1pp |
| Annual return | 17.77% | 28.51%-10.7pp | 30.72%-13.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,525 | $1,512+0.9% | $2,540-39.9% | $2,440-37.5% |
| Participant deferral / active EE | $2,262 | $2,606-13.2% | $3,619-37.5% | $3,607-37.3% |
| Admin fee / account holder | $2,375 | $4,102-42.1% | $6,250-62.0% | $5,124-53.6% |