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 | $18,404 | $54,762-66.4% | $90,281-79.6% | $72,985-74.8% |
| Participation rate | 46.5% | 65.1%-18.6pp | 73.3%-26.8pp | 69.5%-23.0pp |
| Annual return | 21.98% | 30.63%-8.7pp | 78.10%-56.1pp | 81.00%-59.0pp |
| Employer contribution / active EE | $334 | $2,092-84.0% | $2,854-88.3% | $2,440-86.3% |
| Participant deferral / active EE | $2,016 | $2,887-30.2% | $3,885-48.1% | $3,607-44.1% |
| Admin fee / account holder | $4,560 | $3,972+14.8% | $5,351-14.8% | $5,124-11.0% |