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 | $24,350 | $65,685-62.9% | $57,179-57.4% | $273,961-91.1% |
| Participation rate | 38.5% | 78.3%-39.9pp | 75.3%-36.9pp | 83.0%-44.6pp |
| Annual return | 2.69% | 21.99%-19.3pp | 14.59%-11.9pp | 41.45%-38.8pp |
| Employer contribution / active EE | $518 | $3,279-84.2% | $2,682-80.7% | $4,869-89.4% |
| Participant deferral / active EE | $1,345 | $3,782-64.4% | $3,096-56.6% | $5,287-74.6% |
| Admin fee / account holder | $724 | $4,835-85.0% | $3,139-76.9% | $10,132-92.9% |