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 | $23,050 | $90,503-74.5% | $78,689-70.7% | $273,961-91.6% |
| Participation rate | 47.8% | 76.5%-28.7pp | 73.6%-25.7pp | 83.0%-35.2pp |
| Annual return | 7.10% | 75.60%-68.5pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $643 | $3,176-79.7% | $2,851-77.4% | $4,869-86.8% |
| Participant deferral / active EE | $1,291 | $3,901-66.9% | $3,517-63.3% | $5,287-75.6% |
| Admin fee / account holder | $3,312 | $5,263-37.1% | $4,510-26.6% | $10,132-67.3% |