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 | $17,621 | $45,035-60.9% | $62,995-72.0% | $70,131-74.9% |
| Participation rate | 40.3% | 69.5%-29.2pp | 74.8%-34.5pp | 69.5%-29.3pp |
| Annual return | 18.46% | 18.76%-0.3pp | 87.57%-69.1pp | 73.14%-54.7pp |
| Employer contribution / active EE | $517 | $2,051-74.8% | $2,759-81.3% | $2,342-77.9% |
| Participant deferral / active EE | $2,302 | $2,465-6.6% | $3,329-30.9% | $3,332-30.9% |
| Admin fee / account holder | $2,418 | $2,834-14.7% | $3,600-32.8% | $4,645-48.0% |