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 | $21,183 | $90,503-76.6% | $78,689-73.1% | $273,961-92.3% |
| Participation rate | 26.1% | 76.5%-50.4pp | 73.6%-47.5pp | 83.0%-56.9pp |
| Annual return | 12.22% | 75.60%-63.4pp | 62.18%-50.0pp | 41.45%-29.2pp |
| Employer contribution / active EE | $806 | $3,176-74.6% | $2,851-71.7% | $4,869-83.4% |
| Participant deferral / active EE | $2,573 | $3,901-34.1% | $3,517-26.8% | $5,287-51.3% |
| Admin fee / account holder | $2,447 | $5,263-53.5% | $4,510-45.7% | $10,132-75.8% |