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 | $32,845 | $48,795-32.7% | $65,493-49.8% | $84,808-61.3% |
| Participation rate | 35.3% | 67.0%-31.7pp | 73.1%-37.8pp | 68.3%-33.0pp |
| Annual return | 16.63% | 20.20%-3.6pp | 982.45%-965.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,306 | $1,930-32.3% | $2,574-49.3% | $2,631-50.3% |
| Participant deferral / active EE | $838 | $2,928-71.4% | $3,961-78.8% | $4,212-80.1% |
| Admin fee / account holder | $1,254 | $3,877-67.7% | $5,028-75.1% | $7,344-82.9% |