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 | $23,915 | $45,035-46.9% | $62,995-62.0% | $70,131-65.9% |
| Participation rate | 26.2% | 69.5%-43.3pp | 74.8%-48.6pp | 69.5%-43.4pp |
| Annual return | 13.29% | 18.76%-5.5pp | 87.57%-74.3pp | 73.14%-59.8pp |
| Employer contribution / active EE | $545 | $2,051-73.4% | $2,759-80.3% | $2,342-76.7% |
| Participant deferral / active EE | $1,470 | $2,465-40.4% | $3,329-55.8% | $3,332-55.9% |
| Admin fee / account holder | $3,394 | $2,834+19.7% | $3,600-5.7% | $4,645-26.9% |