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 | $20,219 | $46,553-56.6% | $64,056-68.4% | $75,163-73.1% |
| Participation rate | 29.7% | 65.9%-36.2pp | 72.3%-42.6pp | 67.2%-37.5pp |
| Annual return | 21.01% | 26.03%-5.0pp | 33.69%-12.7pp | 160.62%-139.6pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,362 | $2,837-16.7% | $3,880-39.1% | $4,125-42.8% |
| Admin fee / account holder | $579 | $2,952-80.4% | $3,068-81.1% | $5,651-89.8% |