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 | $23,660 | $60,892-61.1% | $82,389-71.3% | $84,808-72.1% |
| Participation rate | 56.0% | 63.3%-7.3pp | 69.5%-13.5pp | 68.3%-12.3pp |
| Annual return | 18.43% | 37.29%-18.9pp | 28.67%-10.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $634 | $1,779-64.4% | $2,517-74.8% | $2,631-75.9% |
| Participant deferral / active EE | $3,168 | $3,179-0.3% | $4,155-23.7% | $4,212-24.8% |
| Admin fee / account holder | $1,385 | $5,467-74.7% | $7,231-80.8% | $7,344-81.1% |