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 | $19,838 | $106,584-81.4% | $101,326-80.4% | $142,382-86.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 14.18% | 36.93%-22.7pp | 36.82%-22.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $619 | $3,956-84.4% | $3,665-83.1% | $4,299-85.6% |
| Participant deferral / active EE | $3,408 | $8,297-58.9% | $7,994-57.4% | $6,507-47.6% |
| Admin fee / account holder | $347 | $11,446-97.0% | $11,185-96.9% | $12,624-97.3% |