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 | $16,024 | $60,022-73.3% | $88,946-82.0% | $84,808-81.1% |
| Participation rate | 38.3% | 57.8%-19.6pp | 68.8%-30.6pp | 68.3%-30.0pp |
| Annual return | 15.59% | 22.43%-6.8pp | 57.82%-42.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $394 | $1,703-76.9% | $2,555-84.6% | $2,631-85.0% |
| Participant deferral / active EE | $1,070 | $3,114-65.6% | $4,581-76.7% | $4,212-74.6% |
| Admin fee / account holder | $2,169 | $4,811-54.9% | $8,261-73.7% | $7,344-70.5% |