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 | $23,062 | $77,419-70.2% | $69,455-66.8% | $152,861-84.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.4%-15.8pp |
| Annual return | 24.28% | 39.06%-14.8pp | 28.97%-4.7pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,536 | $3,315-53.7% | $2,779-44.7% | $4,762-67.8% |
| Participant deferral / active EE | $1,814 | $4,414-58.9% | $3,535-48.7% | $5,850-69.0% |
| Admin fee / account holder | $1,490 | $6,207-76.0% | $3,839-61.2% | $11,596-87.2% |