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 | $16,226 | $39,122-58.5% | $57,179-71.6% | $62,891-74.2% |
| Participation rate | 37.1% | 70.5%-33.4pp | 75.3%-38.2pp | 69.3%-32.2pp |
| Annual return | 12.00% | 9.23%+2.8pp | 14.59%-2.6pp | 20.14%-8.1pp |
| Employer contribution / active EE | $1,276 | $1,874-31.9% | $2,682-52.4% | $2,281-44.1% |
| Participant deferral / active EE | $2,281 | $2,374-3.9% | $3,096-26.3% | $3,203-28.8% |
| Admin fee / account holder | $1,920 | $2,592-25.9% | $3,139-38.8% | $4,296-55.3% |