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 | $23,198 | $59,839-61.2% | $81,983-71.7% | $79,858-71.0% |
| Participation rate | 65.5% | 61.6%+3.9pp | 69.2%-3.7pp | 69.6%-4.1pp |
| Annual return | 16.70% | 17.56%-0.9pp | 41.31%-24.6pp | 31.71%-15.0pp |
| Employer contribution / active EE | $494 | $1,713-71.2% | $2,498-80.2% | $2,471-80.0% |
| Participant deferral / active EE | $3,295 | $2,695+22.3% | $3,722-11.5% | $3,740-11.9% |
| Admin fee / account holder | $1,137 | $4,287-73.5% | $5,664-79.9% | $5,306-78.6% |