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 | $26,082 | $51,175-49.0% | $70,515-63.0% | $75,163-65.3% |
| Participation rate | 35.7% | 60.9%-25.2pp | 68.3%-32.6pp | 67.2%-31.5pp |
| Annual return | 19.93% | 30.02%-10.1pp | 32.77%-12.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,124 | $1,826-38.4% | $2,973-62.2% | $2,670-57.9% |
| Participant deferral / active EE | $1,571 | $2,849-44.9% | $4,567-65.6% | $4,125-61.9% |
| Admin fee / account holder | $1,100 | $4,091-73.1% | $6,412-82.8% | $5,651-80.5% |