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 | $22,930 | $93,071-75.4% | $74,583-69.3% | $273,961-91.6% |
| Participation rate | 40.9% | 74.9%-34.0pp | 68.1%-27.2pp | 83.0%-42.1pp |
| Annual return | 40.70% | 26.18%+14.5pp | 20.47%+20.2pp | 41.45%-0.8pp |
| Employer contribution / active EE | $1,964 | $3,160-37.8% | $2,525-22.2% | $4,869-59.7% |
| Participant deferral / active EE | $2,599 | $4,160-37.5% | $3,458-24.9% | $5,287-50.8% |
| Admin fee / account holder | $483 | $5,272-90.8% | $4,138-88.3% | $10,132-95.2% |