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 | $21,421 | $53,127-59.7% | $86,590-75.3% | $70,131-69.5% |
| Participation rate | 37.5% | 65.3%-27.8pp | 73.5%-36.0pp | 69.5%-32.0pp |
| Annual return | 18.72% | 27.66%-8.9pp | 964.84%-946.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,420 | $2,696-10.2% | $3,609-32.9% | $3,332-27.4% |
| Admin fee / account holder | $1,146 | $3,585-68.0% | $4,906-76.6% | $4,645-75.3% |