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 | $27,182 | $48,046-43.4% | $84,611-67.9% | $72,985-62.8% |
| Participation rate | 52.5% | 57.6%-5.1pp | 68.2%-15.7pp | 69.5%-17.0pp |
| Annual return | 23.38% | 37.38%-14.0pp | 258.74%-235.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,025 | $1,602-36.0% | $2,652-61.4% | $2,440-58.0% |
| Participant deferral / active EE | $2,195 | $2,680-18.1% | $3,899-43.7% | $3,607-39.2% |
| Admin fee / account holder | $321 | $3,395-90.5% | $4,912-93.5% | $5,124-93.7% |