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 | $21,995 | $49,915-55.9% | $154,803-85.8% | $74,304-70.4% |
| Participation rate | 26.6% | 54.0%-27.3pp | 78.1%-51.5pp | 60.3%-33.7pp |
| Annual return | 16.57% | 34.06%-17.5pp | 58.88%-42.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $288 | $1,611-82.1% | $4,305-93.3% | $2,241-87.1% |
| Participant deferral / active EE | $1,414 | $2,255-37.3% | $5,540-74.5% | $3,767-62.5% |
| Admin fee / account holder | $1,069 | $2,189-51.2% | $14,329-92.5% | $2,969-64.0% |