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 | $24,822 | $80,717-69.2% | $154,803-84.0% | $84,808-70.7% |
| Participation rate | 23.5% | 66.8%-43.3pp | 78.1%-54.5pp | 68.3%-44.8pp |
| Annual return | 14.88% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $628 | $2,761-77.2% | $4,305-85.4% | $2,631-76.1% |
| Participant deferral / active EE | $1,548 | $3,303-53.1% | $5,540-72.1% | $4,212-63.2% |
| Admin fee / account holder | $2,471 | $6,746-63.4% | $14,329-82.8% | $7,344-66.4% |