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 | $25,819 | $49,915-48.3% | $154,803-83.3% | $74,304-65.3% |
| Participation rate | 44.0% | 54.0%-9.9pp | 78.1%-34.1pp | 60.3%-16.3pp |
| Annual return | 20.03% | 34.06%-14.0pp | 58.88%-38.9pp | 29.43%-9.4pp |
| Employer contribution / active EE | $853 | $1,611-47.0% | $4,305-80.2% | $2,241-61.9% |
| Participant deferral / active EE | $1,484 | $2,255-34.2% | $5,540-73.2% | $3,767-60.6% |
| Admin fee / account holder | $1,308 | $2,189-40.2% | $14,329-90.9% | $2,969-55.9% |