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 | $24,642 | $52,580-53.1% | $71,671-65.6% | $70,131-64.9% |
| Participation rate | 55.6% | 60.9%-5.3pp | 68.7%-13.2pp | 69.5%-14.0pp |
| Annual return | 23.20% | 20.25%+2.9pp | 20.65%+2.5pp | 73.14%-49.9pp |
| Employer contribution / active EE | $1,080 | $1,616-33.2% | $2,460-56.1% | $2,342-53.9% |
| Participant deferral / active EE | $3,017 | $2,386+26.4% | $3,438-12.2% | $3,332-9.4% |
| Admin fee / account holder | $486 | $3,653-86.7% | $5,558-91.3% | $4,645-89.5% |