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 4-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 | $26,152 | $60,022-56.4% | $88,946-70.6% | $84,808-69.2% |
| Participation rate | 49.3% | 57.8%-8.6pp | 68.8%-19.6pp | 68.3%-19.1pp |
| Annual return | 15.62% | 22.43%-6.8pp | 57.82%-42.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,051 | $1,703-38.3% | $2,555-58.9% | $2,631-60.0% |
| Participant deferral / active EE | $1,481 | $3,114-52.4% | $4,581-67.7% | $4,212-64.8% |
| Admin fee / account holder | $5,237 | $4,811+8.9% | $8,261-36.6% | $7,344-28.7% |