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 3-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 | $10,993 | $57,016-80.7% | $84,966-87.1% | $80,856-86.4% |
| Participation rate | 62.0% | 56.3%+5.7pp | 67.5%-5.5pp | 67.6%-5.6pp |
| Annual return | 28.53% | 21.66%+6.9pp | 66.38%-37.9pp | 35.59%-7.1pp |
| Employer contribution / active EE | $2,699 | $1,798+50.1% | $2,727-1.0% | $2,755-2.0% |
| Participant deferral / active EE | $4,262 | $3,110+37.0% | $4,519-5.7% | $4,296-0.8% |
| Admin fee / account holder | $1,477 | $4,980-70.4% | $6,149-76.0% | $6,918-78.7% |