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 | $22,903 | $57,065-59.9% | $75,670-69.7% | $70,131-67.3% |
| Participation rate | 50.0% | 68.1%-18.1pp | 72.3%-22.3pp | 69.5%-19.5pp |
| Annual return | 15.28% | 23.57%-8.3pp | 27.34%-12.1pp | 73.14%-57.9pp |
| Employer contribution / active EE | $962 | $1,817-47.1% | $2,352-59.1% | $2,342-58.9% |
| Participant deferral / active EE | $2,097 | $2,580-18.7% | $3,142-33.3% | $3,332-37.1% |
| Admin fee / account holder | $351 | $3,825-90.8% | $5,800-94.0% | $4,645-92.5% |