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 | $20,345 | $65,365-68.9% | $92,893-78.1% | $72,985-72.1% |
| Participation rate | 23.1% | 68.3%-45.2pp | 76.0%-52.9pp | 69.5%-46.4pp |
| Annual return | 21.73% | 42.10%-20.4pp | 109.41%-87.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $823 | $2,594-68.3% | $3,653-77.5% | $2,440-66.2% |
| Participant deferral / active EE | $1,369 | $3,128-56.2% | $4,236-67.7% | $3,607-62.0% |
| Admin fee / account holder | $7,300 | $4,251+71.7% | $5,794+26.0% | $5,124+42.5% |