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 | $28,165 | $30,400-7.4% | $53,898-47.7% | $84,808-66.8% |
| Participation rate | 43.9% | 46.4%-2.6pp | 55.0%-11.1pp | 68.3%-24.5pp |
| Annual return | 16.73% | 500.19%-483.5pp | 528.60%-511.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $340 | $603-43.6% | $932-63.5% | $2,631-87.1% |
| Participant deferral / active EE | $1,166 | $1,199-2.8% | $1,826-36.2% | $4,212-72.3% |
| Admin fee / account holder | $1,451 | $1,993-27.2% | $2,491-41.7% | $7,344-80.2% |