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 | $21,245 | $57,016-62.7% | $84,966-75.0% | $80,856-73.7% |
| Participation rate | 24.2% | 56.3%-32.2pp | 67.5%-43.3pp | 67.6%-43.4pp |
| Annual return | 16.52% | 21.66%-5.1pp | 66.38%-49.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $520 | $1,798-71.1% | $2,727-80.9% | $2,755-81.1% |
| Participant deferral / active EE | $2,630 | $3,110-15.4% | $4,519-41.8% | $4,296-38.8% |
| Admin fee / account holder | $2,947 | $4,980-40.8% | $6,149-52.1% | $6,918-57.4% |