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 | $20,273 | $49,227-58.8% | $70,449-71.2% | $79,858-74.6% |
| Participation rate | 29.5% | 69.2%-39.6pp | 75.1%-45.5pp | 69.6%-40.1pp |
| Annual return | 15.44% | 30.06%-14.6pp | 109.03%-93.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $621 | $2,099-70.4% | $2,737-77.3% | $2,471-74.9% |
| Participant deferral / active EE | $866 | $2,768-68.7% | $3,709-76.7% | $3,740-76.8% |
| Admin fee / account holder | $524 | $2,878-81.8% | $3,845-86.4% | $5,306-90.1% |