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 | $26,211 | $54,762-52.1% | $90,281-71.0% | $72,985-64.1% |
| Participation rate | 41.7% | 65.1%-23.5pp | 73.3%-31.6pp | 69.5%-27.8pp |
| Annual return | 24.43% | 30.63%-6.2pp | 78.10%-53.7pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,074 | $2,092-48.7% | $2,854-62.4% | $2,440-56.0% |
| Participant deferral / active EE | $2,239 | $2,887-22.4% | $3,885-42.4% | $3,607-37.9% |
| Admin fee / account holder | $942 | $3,972-76.3% | $5,351-82.4% | $5,124-81.6% |