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 | $16,120 | $55,706-71.1% | $75,886-78.8% | $72,985-77.9% |
| Participation rate | 63.3% | 61.1%+2.2pp | 69.3%-5.9pp | 69.5%-6.2pp |
| Annual return | 22.19% | 27.59%-5.4pp | 30.76%-8.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,554 | $1,687-7.9% | $2,500-37.8% | $2,440-36.3% |
| Participant deferral / active EE | $1,751 | $2,634-33.5% | $3,603-51.4% | $3,607-51.5% |
| Admin fee / account holder | $510 | $3,978-87.2% | $5,418-90.6% | $5,124-90.0% |