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 | $25,145 | $81,248-69.1% | $155,509-83.8% | $80,856-68.9% |
| Participation rate | 65.6% | 66.2%-0.7pp | 78.2%-12.6pp | 67.6%-2.1pp |
| Annual return | 12.10% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,019 | $3,100-34.9% | $4,672-56.8% | $2,755-26.7% |
| Participant deferral / active EE | $2,897 | $3,452-16.1% | $5,626-48.5% | $4,296-32.6% |
| Admin fee / account holder | $3,032 | $7,997-62.1% | $15,912-80.9% | $6,918-56.2% |