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 | $23,374 | $70,428-66.8% | $96,562-75.8% | $85,850-72.8% |
| Participation rate | 56.1% | 61.8%-5.7pp | 69.8%-13.7pp | 69.3%-13.2pp |
| Annual return | 13.66% | 18.59%-4.9pp | 37.78%-24.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $839 | $1,413-40.6% | $2,356-64.4% | $2,565-67.3% |
| Participant deferral / active EE | $2,336 | $2,894-19.3% | $3,849-39.3% | $3,952-40.9% |
| Admin fee / account holder | $646 | $4,997-87.1% | $6,181-89.6% | $6,260-89.7% |