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 | $20,994 | $54,541-61.5% | $78,778-73.3% | $70,131-70.1% |
| Participation rate | 56.0% | 60.8%-4.8pp | 69.2%-13.2pp | 69.5%-13.5pp |
| Annual return | 20.25% | 21.07%-0.8pp | 35.62%-15.4pp | 73.14%-52.9pp |
| Employer contribution / active EE | $998 | $1,089-8.3% | $1,986-49.7% | $2,342-57.4% |
| Participant deferral / active EE | $2,852 | $2,210+29.0% | $2,958-3.6% | $3,332-14.4% |
| Admin fee / account holder | $780 | $3,709-79.0% | $5,134-84.8% | $4,645-83.2% |