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 | $18,439 | $60,022-69.3% | $88,946-79.3% | $84,808-78.3% |
| Participation rate | 66.7% | 57.8%+8.8pp | 68.8%-2.2pp | 68.3%-1.6pp |
| Annual return | 20.50% | 22.43%-1.9pp | 57.82%-37.3pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,211 | $1,703-28.9% | $2,555-52.6% | $2,631-54.0% |
| Participant deferral / active EE | $1,930 | $3,114-38.0% | $4,581-57.9% | $4,212-54.2% |
| Admin fee / account holder | $1,420 | $4,811-70.5% | $8,261-82.8% | $7,344-80.7% |