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 | $23,265 | $48,076-51.6% | $78,689-70.4% | $62,891-63.0% |
| Participation rate | 45.1% | 65.2%-20.1pp | 73.6%-28.4pp | 69.3%-24.2pp |
| Annual return | 6.53% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $374 | $2,015-81.4% | $2,851-86.9% | $2,281-83.6% |
| Participant deferral / active EE | $957 | $2,588-63.0% | $3,517-72.8% | $3,203-70.1% |
| Admin fee / account holder | $4,585 | $3,207+43.0% | $4,510+1.7% | $4,296+6.7% |