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 | $19,083 | $45,073-57.7% | $69,455-72.5% | $72,985-73.9% |
| Participation rate | 54.8% | 68.5%-13.7pp | 74.6%-19.8pp | 69.5%-14.7pp |
| Annual return | 6.38% | 22.65%-16.3pp | 28.97%-22.6pp | 81.00%-74.6pp |
| Employer contribution / active EE | $1,696 | $2,054-17.4% | $2,779-39.0% | $2,440-30.5% |
| Participant deferral / active EE | $1,592 | $2,602-38.8% | $3,535-55.0% | $3,607-55.9% |
| Admin fee / account holder | $720 | $3,056-76.4% | $3,839-81.2% | $5,124-85.9% |