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 9-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 | $18,047 | $59,839-69.8% | $81,983-78.0% | $79,858-77.4% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.2%-9.2pp | 69.6%-9.6pp |
| Annual return | 18.03% | 17.56%+0.5pp | 41.31%-23.3pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,663 | $1,713-3.0% | $2,498-33.4% | $2,471-32.7% |
| Participant deferral / active EE | $3,214 | $2,695+19.3% | $3,722-13.6% | $3,740-14.1% |
| Admin fee / account holder | $1,011 | $4,287-76.4% | $5,664-82.1% | $5,306-80.9% |