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 | $17,572 | $39,122-55.1% | $57,179-69.3% | $62,891-72.1% |
| Participation rate | 69.2% | 70.5%-1.3pp | 75.3%-6.1pp | 69.3%-0.1pp |
| Annual return | 4.41% | 9.23%-4.8pp | 14.59%-10.2pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,244 | $2,374+36.7% | $3,096+4.8% | $3,203+1.3% |
| Admin fee / account holder | $3,819 | $2,592+47.3% | $3,139+21.7% | $4,296-11.1% |