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 | $23,933 | $70,475-66.0% | $100,516-76.2% | $79,858-70.0% |
| Participation rate | 56.3% | 73.7%-17.4pp | 79.4%-23.2pp | 69.6%-13.4pp |
| Annual return | 27.75% | 21.90%+5.9pp | 30.89%-3.1pp | 31.71%-4.0pp |
| Employer contribution / active EE | $1,221 | $2,165-43.6% | $3,418-64.3% | $2,471-50.6% |
| Participant deferral / active EE | $3,406 | $5,181-34.3% | $6,270-45.7% | $3,740-8.9% |
| Admin fee / account holder | $2,768 | $4,478-38.2% | $8,081-65.7% | $5,306-47.8% |