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 | $23,007 | $64,480-64.3% | $81,382-71.7% | $80,856-71.5% |
| Participation rate | 57.9% | 63.9%-6.0pp | 69.5%-11.6pp | 67.6%-9.7pp |
| Annual return | 15.95% | 16.34%-0.4pp | 24.73%-8.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $790 | $1,978-60.0% | $2,463-67.9% | $2,755-71.3% |
| Participant deferral / active EE | $2,200 | $3,094-28.9% | $3,883-43.4% | $4,296-48.8% |
| Admin fee / account holder | $962 | $5,671-83.0% | $5,768-83.3% | $6,918-86.1% |