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 | $18,067 | $48,046-62.4% | $84,611-78.6% | $72,985-75.2% |
| Participation rate | 22.7% | 57.6%-34.9pp | 68.2%-45.6pp | 69.5%-46.8pp |
| Annual return | 21.60% | 37.38%-15.8pp | 258.74%-237.1pp | 81.00%-59.4pp |
| Employer contribution / active EE | $603 | $1,602-62.3% | $2,652-77.2% | $2,440-75.3% |
| Participant deferral / active EE | $1,044 | $2,680-61.1% | $3,899-73.2% | $3,607-71.1% |
| Admin fee / account holder | $1,854 | $3,395-45.4% | $4,912-62.3% | $5,124-63.8% |