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 | $23,012 | $52,681-56.3% | $75,781-69.6% | $59,632-61.4% |
| Participation rate | 47.6% | 67.2%-19.6pp | 75.8%-28.2pp | 68.7%-21.1pp |
| Annual return | 30.25% | 2.95%+27.3pp | 9.68%+20.6pp | 2041.28%-2011.0pp |
| Employer contribution / active EE | $1,462 | $2,193-33.4% | $3,323-56.0% | $2,203-33.6% |
| Participant deferral / active EE | $2,744 | $2,591+5.9% | $3,651-24.9% | $3,192-14.0% |
| Admin fee / account holder | $350 | $3,610-90.3% | $5,299-93.4% | $4,297-91.9% |