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 | $25,073 | $72,277-65.3% | $101,248-75.2% | $79,858-68.6% |
| Participation rate | 63.4% | 68.5%-5.0pp | 75.8%-12.4pp | 69.6%-6.2pp |
| Annual return | 19.36% | 22.30%-2.9pp | 46.47%-27.1pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,511 | $2,692-43.9% | $3,660-58.7% | $2,471-38.8% |
| Participant deferral / active EE | $2,587 | $3,282-21.2% | $4,370-40.8% | $3,740-30.8% |
| Admin fee / account holder | $854 | $4,400-80.6% | $5,945-85.6% | $5,306-83.9% |