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 | $35,112 | $60,022-41.5% | $88,946-60.5% | $84,808-58.6% |
| Participation rate | 22.2% | 57.8%-35.6pp | 68.8%-46.6pp | 68.3%-46.1pp |
| Annual return | 26.07% | 22.43%+3.6pp | 57.82%-31.8pp | 40.90%-14.8pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $904 | $3,114-71.0% | $4,581-80.3% | $4,212-78.5% |
| Admin fee / account holder | $1,592 | $4,811-66.9% | $8,261-80.7% | $7,344-78.3% |