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 | $30,747 | $101,724-69.8% | $164,813-81.3% | $80,856-62.0% |
| Participation rate | 63.6% | 71.8%-8.2pp | 78.6%-15.0pp | 67.6%-4.0pp |
| Annual return | 15.01% | 16.72%-1.7pp | 69.93%-54.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,178 | $2,953-60.1% | $4,341-72.9% | $2,755-57.2% |
| Participant deferral / active EE | $2,001 | $4,477-55.3% | $6,031-66.8% | $4,296-53.4% |
| Admin fee / account holder | $10,049 | $8,227+22.1% | $12,690-20.8% | $6,918+45.3% |