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 | $25,687 | $58,512-56.1% | $84,015-69.4% | $72,985-64.8% |
| Participation rate | 57.3% | 61.2%-3.9pp | 69.0%-11.7pp | 69.5%-12.2pp |
| Annual return | 19.86% | 28.93%-9.1pp | 71.31%-51.4pp | 81.00%-61.1pp |
| Employer contribution / active EE | $503 | $1,163-56.8% | $1,983-74.7% | $2,440-79.4% |
| Participant deferral / active EE | $2,011 | $2,394-16.0% | $3,239-37.9% | $3,607-44.2% |
| Admin fee / account holder | $3,512 | $4,569-23.1% | $6,101-42.4% | $5,124-31.5% |