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 | $23,320 | $51,576-54.8% | $129,207-82.0% | $80,856-71.2% |
| Participation rate | 68.8% | 57.0%+11.8pp | 69.6%-0.9pp | 67.6%+1.1pp |
| Annual return | 11.96% | 20.81%-8.8pp | 9417.33%-9405.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,552 | $1,584-2.0% | $4,153-62.6% | $2,755-43.7% |
| Participant deferral / active EE | $2,375 | $2,669-11.0% | $4,168-43.0% | $4,296-44.7% |
| Admin fee / account holder | $2,241 | $4,305-47.9% | $7,715-70.9% | $6,918-67.6% |