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 | $26,261 | $72,277-63.7% | $101,248-74.1% | $79,858-67.1% |
| Participation rate | 62.1% | 68.5%-6.4pp | 75.8%-13.7pp | 69.6%-7.6pp |
| Annual return | 11.85% | 22.30%-10.5pp | 46.47%-34.6pp | 31.71%-19.9pp |
| Employer contribution / active EE | $641 | $2,692-76.2% | $3,660-82.5% | $2,471-74.1% |
| Participant deferral / active EE | $1,905 | $3,282-41.9% | $4,370-56.4% | $3,740-49.1% |
| Admin fee / account holder | $601 | $4,400-86.3% | $5,945-89.9% | $5,306-88.7% |