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 | $18,027 | $35,183-48.8% | $73,545-75.5% | $70,131-74.3% |
| Participation rate | 43.4% | 42.9%+0.5pp | 54.9%-11.5pp | 69.5%-26.1pp |
| Annual return | 15.77% | 26.90%-11.1pp | -15.16%+30.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $692 | $709-2.3% | $1,219-43.2% | $2,342-70.5% |
| Participant deferral / active EE | $1,793 | $1,220+47.0% | $1,806-0.7% | $3,332-46.2% |
| Admin fee / account holder | $772 | $2,302-66.5% | $2,320-66.7% | $4,645-83.4% |