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 | $25,683 | $56,897-54.9% | $84,750-69.7% | $62,891-59.2% |
| Participation rate | 26.9% | 68.5%-41.6pp | 76.6%-49.7pp | 69.3%-42.4pp |
| Annual return | 6.34% | 6.30%0pp | 22.78%-16.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $593 | $2,400-75.3% | $3,574-83.4% | $2,281-74.0% |
| Participant deferral / active EE | $1,669 | $2,709-38.4% | $3,712-55.0% | $3,203-47.9% |
| Admin fee / account holder | $315 | $3,581-91.2% | $5,332-94.1% | $4,296-92.7% |