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 | $25,528 | $74,927-65.9% | $101,794-74.9% | $84,808-69.9% |
| Participation rate | 32.6% | 61.4%-28.8pp | 69.2%-36.6pp | 68.3%-35.8pp |
| Annual return | 13.74% | 18.70%-5.0pp | 30.53%-16.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $667 | $1,522-56.2% | $2,289-70.9% | $2,631-74.7% |
| Participant deferral / active EE | $2,226 | $3,099-28.2% | $4,084-45.5% | $4,212-47.1% |
| Admin fee / account holder | $1,599 | $6,514-75.4% | $8,777-81.8% | $7,344-78.2% |