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 7-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 | $10,038 | $60,022-83.3% | $88,946-88.7% | $84,808-88.2% |
| Participation rate | 48.9% | 57.8%-8.9pp | 68.8%-19.9pp | 68.3%-19.4pp |
| Annual return | 25.77% | 22.43%+3.3pp | 57.82%-32.1pp | 40.90%-15.1pp |
| Employer contribution / active EE | $458 | $1,703-73.1% | $2,555-82.1% | $2,631-82.6% |
| Participant deferral / active EE | $2,655 | $3,114-14.7% | $4,581-42.1% | $4,212-37.0% |
| Admin fee / account holder | $5,946 | $4,811+23.6% | $8,261-28.0% | $7,344-19.0% |