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 | $29,116 | $89,753-67.6% | $107,525-72.9% | $84,808-65.7% |
| Participation rate | 28.9% | 68.1%-39.1pp | 75.1%-46.1pp | 68.3%-39.4pp |
| Annual return | 20.36% | 29.48%-9.1pp | 181.32%-161.0pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,594 | $3,113-48.8% | $3,754-57.5% | $2,631-39.4% |
| Participant deferral / active EE | $2,001 | $4,056-50.7% | $5,116-60.9% | $4,212-52.5% |
| Admin fee / account holder | $2,519 | $7,222-65.1% | $8,919-71.8% | $7,344-65.7% |