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 | $23,926 | $80,717-70.4% | $154,803-84.5% | $84,808-71.8% |
| Participation rate | 60.7% | 66.8%-6.1pp | 78.1%-17.4pp | 68.3%-7.6pp |
| Annual return | 21.92% | 37.96%-16.0pp | 58.88%-37.0pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,855 | $2,761-32.8% | $4,305-56.9% | $2,631-29.5% |
| Participant deferral / active EE | $2,989 | $3,303-9.5% | $5,540-46.0% | $4,212-29.0% |
| Admin fee / account holder | $992 | $6,746-85.3% | $14,329-93.1% | $7,344-86.5% |