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 | $22,403 | $65,365-65.7% | $92,893-75.9% | $72,985-69.3% |
| Participation rate | 40.0% | 68.3%-28.3pp | 76.0%-36.0pp | 69.5%-29.5pp |
| Annual return | 20.61% | 42.10%-21.5pp | 109.41%-88.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,446 | $2,594-44.2% | $3,653-60.4% | $2,440-40.7% |
| Participant deferral / active EE | $1,672 | $3,128-46.6% | $4,236-60.5% | $3,607-53.7% |
| Admin fee / account holder | $3,950 | $4,251-7.1% | $5,794-31.8% | $5,124-22.9% |