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 | $28,961 | $45,073-35.7% | $69,455-58.3% | $72,985-60.3% |
| Participation rate | 66.7% | 68.5%-1.8pp | 74.6%-7.9pp | 69.5%-2.8pp |
| Annual return | 12.98% | 22.65%-9.7pp | 28.97%-16.0pp | 81.00%-68.0pp |
| Employer contribution / active EE | $1,318 | $2,054-35.8% | $2,779-52.6% | $2,440-46.0% |
| Participant deferral / active EE | $1,314 | $2,602-49.5% | $3,535-62.8% | $3,607-63.6% |
| Admin fee / account holder | $1,857 | $3,056-39.2% | $3,839-51.6% | $5,124-63.8% |