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 | $20,556 | $81,248-74.7% | $155,509-86.8% | $80,856-74.6% |
| Participation rate | 48.1% | 66.2%-18.1pp | 78.2%-30.0pp | 67.6%-19.5pp |
| Annual return | 11.44% | 33.31%-21.9pp | 64.67%-53.2pp | 35.59%-24.2pp |
| Employer contribution / active EE | $700 | $3,100-77.4% | $4,672-85.0% | $2,755-74.6% |
| Participant deferral / active EE | $2,115 | $3,452-38.7% | $5,626-62.4% | $4,296-50.8% |
| Admin fee / account holder | $5,850 | $7,997-26.9% | $15,912-63.2% | $6,918-15.4% |