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 | $26,967 | $54,762-50.8% | $90,281-70.1% | $72,985-63.1% |
| Participation rate | 48.9% | 65.1%-16.3pp | 73.3%-24.4pp | 69.5%-20.6pp |
| Annual return | 16.73% | 30.63%-13.9pp | 78.10%-61.4pp | 81.00%-64.3pp |
| Employer contribution / active EE | $700 | $2,092-66.5% | $2,854-75.5% | $2,440-71.3% |
| Participant deferral / active EE | $1,673 | $2,887-42.1% | $3,885-56.9% | $3,607-53.6% |
| Admin fee / account holder | $4,371 | $3,972+10.0% | $5,351-18.3% | $5,124-14.7% |