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 | $25,875 | $80,717-67.9% | $154,803-83.3% | $84,808-69.5% |
| Participation rate | 48.7% | 66.8%-18.1pp | 78.1%-29.4pp | 68.3%-19.6pp |
| Annual return | 15.18% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,652 | $2,761-40.2% | $4,305-61.6% | $2,631-37.2% |
| Participant deferral / active EE | $1,731 | $3,303-47.6% | $5,540-68.7% | $4,212-58.9% |
| Admin fee / account holder | $9,059 | $6,746+34.3% | $14,329-36.8% | $7,344+23.4% |