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 | $23,823 | $35,183-32.3% | $73,545-67.6% | $70,131-66.0% |
| Participation rate | 52.6% | 42.9%+9.7pp | 54.9%-2.3pp | 69.5%-16.9pp |
| Annual return | 14.48% | 26.90%-12.4pp | -15.16%+29.6pp | 73.14%-58.7pp |
| Employer contribution / active EE | $965 | $709+36.2% | $1,219-20.8% | $2,342-58.8% |
| Participant deferral / active EE | $2,864 | $1,220+134.7% | $1,806+58.6% | $3,332-14.1% |
| Admin fee / account holder | $1,367 | $2,302-40.6% | $2,320-41.1% | $4,645-70.6% |