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 | $23,383 | $72,277-67.6% | $101,248-76.9% | $79,858-70.7% |
| Participation rate | 64.3% | 68.5%-4.2pp | 75.8%-11.5pp | 69.6%-5.3pp |
| Annual return | 20.11% | 22.30%-2.2pp | 46.47%-26.4pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,078 | $2,692-59.9% | $3,660-70.5% | $2,471-56.4% |
| Participant deferral / active EE | $1,386 | $3,282-57.8% | $4,370-68.3% | $3,740-62.9% |
| Admin fee / account holder | $1,651 | $4,400-62.5% | $5,945-72.2% | $5,306-68.9% |