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 | $29,848 | $90,503-67.0% | $78,689-62.1% | $273,961-89.1% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 7.14% | 75.60%-68.5pp | 62.18%-55.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,850 | $3,176-41.7% | $2,851-35.1% | $4,869-62.0% |
| Participant deferral / active EE | $4,301 | $3,901+10.2% | $3,517+22.3% | $5,287-18.7% |
| Admin fee / account holder | $1,049 | $5,263-80.1% | $4,510-76.7% | $10,132-89.6% |