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 | $22,062 | $56,423-60.9% | $77,163-71.4% | $71,457-69.1% |
| Participation rate | 53.9% | 64.3%-10.4pp | 69.6%-15.7pp | 67.9%-14.0pp |
| Annual return | 26.20% | 19.05%+7.2pp | 37.87%-11.7pp | 28.85%-2.6pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,535-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,256 | $3,142-28.2% | $3,833-41.2% | $4,289-47.4% |
| Admin fee / account holder | $1,057 | $1,429-26.0% | $5,472-80.7% | $1,587-33.4% |