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 | $26,038 | $80,717-67.7% | $154,803-83.2% | $84,808-69.3% |
| Participation rate | 57.7% | 66.8%-9.1pp | 78.1%-20.3pp | 68.3%-10.6pp |
| Annual return | 14.60% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,043 | $2,761-62.2% | $4,305-75.8% | $2,631-60.4% |
| Participant deferral / active EE | $1,558 | $3,303-52.8% | $5,540-71.9% | $4,212-63.0% |
| Admin fee / account holder | $4,917 | $6,746-27.1% | $14,329-65.7% | $7,344-33.0% |