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 | $21,904 | $39,122-44.0% | $57,179-61.7% | $62,891-65.2% |
| Participation rate | 64.3% | 70.5%-6.2pp | 75.3%-11.1pp | 69.3%-5.0pp |
| Annual return | 6.67% | 9.23%-2.6pp | 14.59%-7.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $697 | $1,874-62.8% | $2,682-74.0% | $2,281-69.5% |
| Participant deferral / active EE | $1,497 | $2,374-37.0% | $3,096-51.7% | $3,203-53.3% |
| Admin fee / account holder | $332 | $2,592-87.2% | $3,139-89.4% | $4,296-92.3% |