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 | $21,949 | $57,831-62.0% | $82,389-73.4% | $85,563-74.3% |
| Participation rate | 24.4% | 55.0%-30.6pp | 69.5%-45.2pp | 66.0%-41.6pp |
| Annual return | 14.85% | 17.86%-3.0pp | 28.67%-13.8pp | 31.51%-16.7pp |
| Employer contribution / active EE | $442 | $1,643-73.1% | $2,517-82.5% | $2,654-83.4% |
| Participant deferral / active EE | $916 | $3,118-70.6% | $4,155-78.0% | $4,375-79.1% |
| Admin fee / account holder | $1,895 | $1,391+36.2% | $7,231-73.8% | $834+127.2% |