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 | $19,525 | $80,717-75.8% | $154,803-87.4% | $84,808-77.0% |
| Participation rate | 57.4% | 66.8%-9.5pp | 78.1%-20.7pp | 68.3%-11.0pp |
| Annual return | 24.83% | 37.96%-13.1pp | 58.88%-34.1pp | 40.90%-16.1pp |
| Employer contribution / active EE | $949 | $2,761-65.6% | $4,305-78.0% | $2,631-63.9% |
| Participant deferral / active EE | $2,558 | $3,303-22.6% | $5,540-53.8% | $4,212-39.3% |
| Admin fee / account holder | $592 | $6,746-91.2% | $14,329-95.9% | $7,344-91.9% |