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 | $24,950 | $54,541-54.3% | $78,778-68.3% | $70,131-64.4% |
| Participation rate | 57.0% | 60.8%-3.8pp | 69.2%-12.2pp | 69.5%-12.6pp |
| Annual return | 15.91% | 21.07%-5.2pp | 35.62%-19.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $870 | $1,089-20.1% | $1,986-56.2% | $2,342-62.9% |
| Participant deferral / active EE | $1,371 | $2,210-38.0% | $2,958-53.7% | $3,332-58.9% |
| Admin fee / account holder | $609 | $3,709-83.6% | $5,134-88.1% | $4,645-86.9% |