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 | $23,827 | $73,933-67.8% | $96,683-75.4% | $75,163-68.3% |
| Participation rate | 56.6% | 66.4%-9.8pp | 74.3%-17.7pp | 67.2%-10.6pp |
| Annual return | 34.79% | 26.70%+8.1pp | 35.69%-0.9pp | 160.62%-125.8pp |
| Employer contribution / active EE | $831 | $2,928-71.6% | $3,737-77.8% | $2,670-68.9% |
| Participant deferral / active EE | $1,916 | $3,659-47.6% | $4,878-60.7% | $4,125-53.6% |
| Admin fee / account holder | $1,757 | $5,216-66.3% | $6,730-73.9% | $5,651-68.9% |