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 | $27,642 | $109,881-74.8% | $150,045-81.6% | $84,808-67.4% |
| Participation rate | 62.3% | 76.1%-13.8pp | 82.3%-20.0pp | 68.3%-6.0pp |
| Annual return | 15.93% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,812 | $3,561-49.1% | $4,693-61.4% | $2,631-31.1% |
| Participant deferral / active EE | $3,704 | $6,636-44.2% | $7,997-53.7% | $4,212-12.1% |
| Admin fee / account holder | $1,843 | $8,568-78.5% | $13,435-86.3% | $7,344-74.9% |