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 | $19,965 | $46,869-57.4% | $122,332-83.7% | $70,131-71.5% |
| Participation rate | 57.9% | 58.2%-0.3pp | 71.6%-13.7pp | 69.5%-11.6pp |
| Annual return | 14.45% | 24.22%-9.8pp | 30.27%-15.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $241 | $1,288-81.3% | $4,050-94.1% | $2,342-89.7% |
| Participant deferral / active EE | $2,466 | $2,166+13.8% | $3,287-25.0% | $3,332-26.0% |
| Admin fee / account holder | $715 | $3,322-78.5% | $5,478-87.0% | $4,645-84.6% |