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 | $15,597 | $80,717-80.7% | $154,803-89.9% | $84,808-81.6% |
| Participation rate | 65.6% | 66.8%-1.2pp | 78.1%-12.4pp | 68.3%-2.7pp |
| Annual return | 17.88% | 37.96%-20.1pp | 58.88%-41.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $874 | $2,761-68.3% | $4,305-79.7% | $2,631-66.8% |
| Participant deferral / active EE | $2,293 | $3,303-30.6% | $5,540-58.6% | $4,212-45.6% |
| Admin fee / account holder | $1,788 | $6,746-73.5% | $14,329-87.5% | $7,344-75.7% |