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 | $27,017 | $76,552-64.7% | $123,892-78.2% | $62,891-57.0% |
| Participation rate | 61.8% | 73.0%-11.2pp | 81.4%-19.6pp | 69.3%-7.5pp |
| Annual return | 7.18% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,261 | $2,883-56.2% | $4,617-72.7% | $2,281-44.7% |
| Participant deferral / active EE | $3,290 | $4,840-32.0% | $5,984-45.0% | $3,203+2.7% |
| Admin fee / account holder | $603 | $4,826-87.5% | $8,357-92.8% | $4,296-86.0% |