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 | $36,255 | $60,022-39.6% | $88,946-59.2% | $84,808-57.3% |
| Participation rate | 60.5% | 57.8%+2.7pp | 68.8%-8.3pp | 68.3%-7.8pp |
| Annual return | 19.91% | 22.43%-2.5pp | 57.82%-37.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $427 | $1,703-74.9% | $2,555-83.3% | $2,631-83.8% |
| Participant deferral / active EE | $1,758 | $3,114-43.5% | $4,581-61.6% | $4,212-58.3% |
| Admin fee / account holder | $563 | $4,811-88.3% | $8,261-93.2% | $7,344-92.3% |