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 | $23,415 | $81,248-71.2% | $155,509-84.9% | $80,856-71.0% |
| Participation rate | 40.8% | 66.2%-25.4pp | 78.2%-37.3pp | 67.6%-26.8pp |
| Annual return | 12.79% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $945 | $3,100-69.5% | $4,672-79.8% | $2,755-65.7% |
| Participant deferral / active EE | $2,361 | $3,452-31.6% | $5,626-58.0% | $4,296-45.0% |
| Admin fee / account holder | $4,171 | $7,997-47.8% | $15,912-73.8% | $6,918-39.7% |