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 | $20,834 | $49,915-58.3% | $154,803-86.5% | $74,304-72.0% |
| Participation rate | 24.1% | 54.0%-29.8pp | 78.1%-54.0pp | 60.3%-36.2pp |
| Annual return | 18.06% | 34.06%-16.0pp | 58.88%-40.8pp | 29.43%-11.4pp |
| Employer contribution / active EE | $1,162 | $1,611-27.9% | $4,305-73.0% | $2,241-48.2% |
| Participant deferral / active EE | $664 | $2,255-70.5% | $5,540-88.0% | $3,767-82.4% |
| Admin fee / account holder | $3,808 | $2,189+74.0% | $14,329-73.4% | $2,969+28.3% |