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 | $20,601 | $103,949-80.2% | $69,182-70.2% | $273,961-92.5% |
| Participation rate | 53.8% | 67.4%-13.5pp | 55.1%-1.3pp | 83.0%-29.2pp |
| Annual return | 13.73% | 35.28%-21.6pp | -21.93%+35.7pp | 41.45%-27.7pp |
| Employer contribution / active EE | $973 | $1,783-45.4% | $1,206-19.3% | $4,869-80.0% |
| Participant deferral / active EE | $3,528 | $2,716+29.9% | $1,897+86.0% | $5,287-33.3% |
| Admin fee / account holder | $1,099 | $3,671-70.1% | $2,697-59.2% | $10,132-89.2% |