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 5-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 | $23,721 | $80,717-70.6% | $154,803-84.7% | $84,808-72.0% |
| Participation rate | 65.2% | 66.8%-1.6pp | 78.1%-12.9pp | 68.3%-3.1pp |
| Annual return | 16.44% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,127 | $2,761-59.2% | $4,305-73.8% | $2,631-57.2% |
| Participant deferral / active EE | $2,030 | $3,303-38.5% | $5,540-63.4% | $4,212-51.8% |
| Admin fee / account holder | $3,159 | $6,746-53.2% | $14,329-78.0% | $7,344-57.0% |