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 | $32,702 | $74,927-56.4% | $101,794-67.9% | $84,808-61.4% |
| Participation rate | 60.7% | 61.4%-0.7pp | 69.2%-8.5pp | 68.3%-7.6pp |
| Annual return | 19.95% | 18.70%+1.3pp | 30.53%-10.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $800 | $1,522-47.4% | $2,289-65.1% | $2,631-69.6% |
| Participant deferral / active EE | $1,723 | $3,099-44.4% | $4,084-57.8% | $4,212-59.1% |
| Admin fee / account holder | $1,185 | $6,514-81.8% | $8,777-86.5% | $7,344-83.9% |