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 | $27,136 | $80,717-66.4% | $154,803-82.5% | $84,808-68.0% |
| Participation rate | 32.3% | 66.8%-34.6pp | 78.1%-45.8pp | 68.3%-36.1pp |
| Annual return | 17.65% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $860 | $2,761-68.8% | $4,305-80.0% | $2,631-67.3% |
| Participant deferral / active EE | $2,451 | $3,303-25.8% | $5,540-55.8% | $4,212-41.8% |
| Admin fee / account holder | $3,131 | $6,746-53.6% | $14,329-78.1% | $7,344-57.4% |