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 | $20,803 | $47,848-56.5% | $81,478-74.5% | $70,131-70.3% |
| Participation rate | 61.0% | 58.3%+2.7pp | 68.0%-7.0pp | 69.5%-8.6pp |
| Annual return | 17.40% | 27.25%-9.8pp | 38.78%-21.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $810 | $1,527-46.9% | $2,568-68.4% | $2,342-65.4% |
| Participant deferral / active EE | $1,079 | $2,453-56.0% | $3,537-69.5% | $3,332-67.6% |
| Admin fee / account holder | $362 | $3,145-88.5% | $4,561-92.1% | $4,645-92.2% |