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 | $19,521 | $40,256-51.5% | $57,343-66.0% | $59,632-67.3% |
| Participation rate | 56.5% | 69.2%-12.7pp | 75.1%-18.6pp | 68.7%-12.1pp |
| Annual return | 1.56% | 27.49%-25.9pp | 24.39%-22.8pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $408 | $1,922-78.7% | $2,689-84.8% | $2,203-81.5% |
| Participant deferral / active EE | $2,825 | $2,399+17.8% | $3,162-10.7% | $3,192-11.5% |
| Admin fee / account holder | $1,038 | $2,818-63.2% | $3,356-69.1% | $4,297-75.8% |