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 | $32,235 | $48,313-33.3% | $73,307-56.0% | $52,331-38.4% |
| Participation rate | 66.3% | 68.6%-2.2pp | 74.9%-8.6pp | 68.1%-1.8pp |
| Annual return | 5.24% | 3.85%+1.4pp | 5.67%-0.4pp | 4.54%+0.7pp |
| Employer contribution / active EE | $462 | $1,661-72.2% | $3,237-85.7% | $1,882-75.5% |
| Participant deferral / active EE | $2,548 | $4,189-39.2% | $4,991-48.9% | $3,022-15.7% |
| Admin fee / account holder | $3,170 | $404+684.9% | $5,637-43.8% | $592+435.9% |