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 | $20,280 | $65,685-69.1% | $57,179-64.5% | $273,961-92.6% |
| Participation rate | 60.9% | 78.3%-17.5pp | 75.3%-14.5pp | 83.0%-22.1pp |
| Annual return | 7.27% | 21.99%-14.7pp | 14.59%-7.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $846 | $3,279-74.2% | $2,682-68.5% | $4,869-82.6% |
| Participant deferral / active EE | $1,566 | $3,782-58.6% | $3,096-49.4% | $5,287-70.4% |
| Admin fee / account holder | $3,412 | $4,835-29.4% | $3,139+8.7% | $10,132-66.3% |