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 | $19,384 | $80,717-76.0% | $154,803-87.5% | $84,808-77.1% |
| Participation rate | 61.1% | 66.8%-5.7pp | 78.1%-17.0pp | 68.3%-7.2pp |
| Annual return | 13.66% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,614 | $2,761-41.6% | $4,305-62.5% | $2,631-38.7% |
| Participant deferral / active EE | $2,407 | $3,303-27.1% | $5,540-56.6% | $4,212-42.9% |
| Admin fee / account holder | $5,798 | $6,746-14.0% | $14,329-59.5% | $7,344-21.0% |