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 | $27,949 | $81,460-65.7% | $103,333-73.0% | $80,856-65.4% |
| Participation rate | 48.4% | 66.8%-18.5pp | 74.5%-26.1pp | 67.6%-19.3pp |
| Annual return | 24.51% | 25.55%-1.0pp | 24.88%-0.4pp | 35.59%-11.1pp |
| Employer contribution / active EE | $1,667 | $3,105-46.3% | $3,868-56.9% | $2,755-39.5% |
| Participant deferral / active EE | $3,258 | $3,869-15.8% | $5,057-35.6% | $4,296-24.2% |
| Admin fee / account holder | $27,344 | $6,566+316.4% | $8,355+227.3% | $6,918+295.3% |