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 | $20,382 | $58,512-65.2% | $84,015-75.7% | $72,985-72.1% |
| Participation rate | 68.1% | 61.2%+6.9pp | 69.0%-0.9pp | 69.5%-1.4pp |
| Annual return | 26.74% | 28.93%-2.2pp | 71.31%-44.6pp | 81.00%-54.3pp |
| Employer contribution / active EE | $1,668 | $1,163+43.4% | $1,983-15.9% | $2,440-31.6% |
| Participant deferral / active EE | $2,663 | $2,394+11.2% | $3,239-17.8% | $3,607-26.2% |
| Admin fee / account holder | $1,022 | $4,569-77.6% | $6,101-83.2% | $5,124-80.1% |