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 | $24,756 | $54,762-54.8% | $90,281-72.6% | $72,985-66.1% |
| Participation rate | 46.4% | 65.1%-18.7pp | 73.3%-26.8pp | 69.5%-23.1pp |
| Annual return | 22.88% | 30.63%-7.8pp | 78.10%-55.2pp | 81.00%-58.1pp |
| Employer contribution / active EE | $908 | $2,092-56.6% | $2,854-68.2% | $2,440-62.8% |
| Participant deferral / active EE | $2,125 | $2,887-26.4% | $3,885-45.3% | $3,607-41.1% |
| Admin fee / account holder | $1,900 | $3,972-52.2% | $5,351-64.5% | $5,124-62.9% |