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 | $28,496 | $56,053-49.2% | $75,972-62.5% | $80,856-64.8% |
| Participation rate | 60.7% | 62.0%-1.3pp | 69.1%-8.3pp | 67.6%-6.9pp |
| Annual return | 15.53% | 20.53%-5.0pp | 359.55%-344.0pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,647 | $1,874-12.1% | $2,685-38.7% | $2,755-40.2% |
| Participant deferral / active EE | $1,697 | $3,052-44.4% | $4,255-60.1% | $4,296-60.5% |
| Admin fee / account holder | $1,988 | $5,234-62.0% | $6,467-69.3% | $6,918-71.3% |