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 | $26,893 | $53,777-50.0% | $134,143-80.0% | $79,858-66.3% |
| Participation rate | 38.6% | 58.8%-20.2pp | 72.2%-33.6pp | 69.6%-31.1pp |
| Annual return | 13.45% | 19.01%-5.6pp | 36.33%-22.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $931 | $1,321-29.5% | $3,704-74.9% | $2,471-62.3% |
| Participant deferral / active EE | $1,471 | $2,420-39.2% | $3,499-58.0% | $3,740-60.7% |
| Admin fee / account holder | $1,233 | $3,984-69.0% | $6,684-81.5% | $5,306-76.8% |