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 | $21,120 | $72,277-70.8% | $101,248-79.1% | $79,858-73.6% |
| Participation rate | 67.4% | 68.5%-1.0pp | 75.8%-8.4pp | 69.6%-2.2pp |
| Annual return | 22.23% | 22.30%-0.1pp | 46.47%-24.2pp | 31.71%-9.5pp |
| Employer contribution / active EE | $850 | $2,692-68.4% | $3,660-76.8% | $2,471-65.6% |
| Participant deferral / active EE | $3,363 | $3,282+2.5% | $4,370-23.0% | $3,740-10.1% |
| Admin fee / account holder | $492 | $4,400-88.8% | $5,945-91.7% | $5,306-90.7% |