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 | $17,166 | $49,915-65.6% | $154,803-88.9% | $74,304-76.9% |
| Participation rate | 36.7% | 54.0%-17.3pp | 78.1%-41.4pp | 60.3%-23.7pp |
| Annual return | 21.59% | 34.06%-12.5pp | 58.88%-37.3pp | 29.43%-7.8pp |
| Employer contribution / active EE | $992 | $1,611-38.5% | $4,305-77.0% | $2,241-55.7% |
| Participant deferral / active EE | $1,567 | $2,255-30.5% | $5,540-71.7% | $3,767-58.4% |
| Admin fee / account holder | $1,389 | $2,189-36.6% | $14,329-90.3% | $2,969-53.2% |