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 | $20,041 | $77,634-74.2% | $156,549-87.2% | $62,891-68.1% |
| Participation rate | 60.0% | 71.2%-11.2pp | 84.0%-24.0pp | 69.3%-9.3pp |
| Annual return | 5.50% | 50.32%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $853 | $3,444-75.2% | $5,501-84.5% | $2,281-62.6% |
| Participant deferral / active EE | $2,420 | $3,045-20.5% | $4,871-50.3% | $3,203-24.5% |
| Admin fee / account holder | $6,433 | $5,561+15.7% | $13,027-50.6% | $4,296+49.7% |