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 | $27,851 | $54,541-48.9% | $78,778-64.6% | $70,131-60.3% |
| Participation rate | 61.5% | 60.8%+0.7pp | 69.2%-7.7pp | 69.5%-8.0pp |
| Annual return | 16.37% | 21.07%-4.7pp | 35.62%-19.2pp | 73.14%-56.8pp |
| Employer contribution / active EE | $406 | $1,089-62.7% | $1,986-79.6% | $2,342-82.7% |
| Participant deferral / active EE | $2,597 | $2,210+17.5% | $2,958-12.2% | $3,332-22.1% |
| Admin fee / account holder | $739 | $3,709-80.1% | $5,134-85.6% | $4,645-84.1% |