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 | $24,006 | $90,503-73.5% | $78,689-69.5% | $273,961-91.2% |
| Participation rate | 60.9% | 76.5%-15.6pp | 73.6%-12.7pp | 83.0%-22.1pp |
| Annual return | 21.09% | 75.60%-54.5pp | 62.18%-41.1pp | 41.45%-20.4pp |
| Employer contribution / active EE | $1,254 | $3,176-60.5% | $2,851-56.0% | $4,869-74.2% |
| Participant deferral / active EE | $3,752 | $3,901-3.8% | $3,517+6.7% | $5,287-29.0% |
| Admin fee / account holder | $2,656 | $5,263-49.5% | $4,510-41.1% | $10,132-73.8% |