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 | $17,062 | $41,377-58.8% | $109,313-84.4% | $62,891-72.9% |
| Participation rate | 52.8% | 57.5%-4.8pp | 71.3%-18.5pp | 69.3%-16.5pp |
| Annual return | 8.16% | 11.05%-2.9pp | 22.07%-13.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,267 | $1,276-0.7% | $3,892-67.4% | $2,281-44.4% |
| Participant deferral / active EE | $2,721 | $2,045+33.0% | $3,166-14.1% | $3,203-15.1% |
| Admin fee / account holder | $350 | $2,884-87.9% | $5,666-93.8% | $4,296-91.9% |