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 | $29,017 | $77,899-62.8% | $149,673-80.6% | $75,163-61.4% |
| Participation rate | 56.1% | 65.6%-9.5pp | 78.8%-22.7pp | 67.2%-11.1pp |
| Annual return | 15.44% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,688 | $3,137-46.2% | $4,818-65.0% | $2,670-36.8% |
| Participant deferral / active EE | $2,753 | $3,411-19.3% | $5,680-51.5% | $4,125-33.3% |
| Admin fee / account holder | $999 | $5,956-83.2% | $13,210-92.4% | $5,651-82.3% |