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 | $28,202 | $54,590-48.3% | $81,930-65.6% | $73,488-61.6% |
| Participation rate | 53.5% | 68.3%-14.8pp | 72.0%-18.5pp | 70.7%-17.2pp |
| Annual return | 17.87% | 17.74%+0.1pp | 29.49%-11.6pp | 28.51%-10.6pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,310-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,253 | $2,759-54.6% | $7,107-82.4% | $3,740-66.5% |
| Admin fee / account holder | $414 | $592-30.0% | $5,158-92.0% | $513-19.3% |