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 | $31,286 | $91,190-65.7% | $178,490-82.5% | $79,858-60.8% |
| Participation rate | 18.8% | 69.2%-50.4pp | 81.9%-63.1pp | 69.6%-50.8pp |
| Annual return | 16.78% | 24.19%-7.4pp | 151.07%-134.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $527 | $3,256-83.8% | $5,011-89.5% | $2,471-78.7% |
| Participant deferral / active EE | $908 | $3,236-71.9% | $5,202-82.5% | $3,740-75.7% |
| Admin fee / account holder | $1,062 | $6,751-84.3% | $13,984-92.4% | $5,306-80.0% |