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 | $20,073 | $37,426-46.4% | $77,482-74.1% | $79,858-74.9% |
| Participation rate | 49.2% | 41.5%+7.6pp | 54.2%-5.0pp | 69.6%-20.5pp |
| Annual return | 17.86% | 39.70%-21.8pp | 54.79%-36.9pp | 31.71%-13.9pp |
| Employer contribution / active EE | $289 | $637-54.6% | $986-70.7% | $2,471-88.3% |
| Participant deferral / active EE | $1,189 | $1,260-5.6% | $1,861-36.1% | $3,740-68.2% |
| Admin fee / account holder | $1,162 | $2,504-53.6% | $2,858-59.3% | $5,306-78.1% |