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 | $21,107 | $39,122-46.0% | $57,179-63.1% | $62,891-66.4% |
| Participation rate | 60.0% | 70.5%-10.5pp | 75.3%-15.3pp | 69.3%-9.3pp |
| Annual return | 13.15% | 9.23%+3.9pp | 14.59%-1.4pp | 20.14%-7.0pp |
| Employer contribution / active EE | $566 | $1,874-69.8% | $2,682-78.9% | $2,281-75.2% |
| Participant deferral / active EE | $2,605 | $2,374+9.7% | $3,096-15.9% | $3,203-18.7% |
| Admin fee / account holder | $4,919 | $2,592+89.8% | $3,139+56.7% | $4,296+14.5% |