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 | $26,829 | $59,839-55.2% | $81,983-67.3% | $79,858-66.4% |
| Participation rate | 59.7% | 61.6%-1.9pp | 69.2%-9.6pp | 69.6%-10.0pp |
| Annual return | 15.18% | 17.56%-2.4pp | 41.31%-26.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $629 | $1,713-63.3% | $2,498-74.8% | $2,471-74.5% |
| Participant deferral / active EE | $1,287 | $2,695-52.2% | $3,722-65.4% | $3,740-65.6% |
| Admin fee / account holder | $2,045 | $4,287-52.3% | $5,664-63.9% | $5,306-61.5% |