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 | $22,631 | $53,777-57.9% | $134,143-83.1% | $79,858-71.7% |
| Participation rate | 63.3% | 58.8%+4.6pp | 72.2%-8.8pp | 69.6%-6.3pp |
| Annual return | 18.83% | 19.01%-0.2pp | 36.33%-17.5pp | 31.71%-12.9pp |
| Employer contribution / active EE | $381 | $1,321-71.2% | $3,704-89.7% | $2,471-84.6% |
| Participant deferral / active EE | $1,825 | $2,420-24.6% | $3,499-47.8% | $3,740-51.2% |
| Admin fee / account holder | $423 | $3,984-89.4% | $6,684-93.7% | $5,306-92.0% |