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 | $26,093 | $85,766-69.6% | $136,294-80.9% | $70,131-62.8% |
| Participation rate | 45.5% | 74.2%-28.7pp | 81.9%-36.5pp | 69.5%-24.1pp |
| Annual return | 23.79% | 31.45%-7.7pp | 5155.94%-5132.1pp | 73.14%-49.3pp |
| Employer contribution / active EE | $932 | $2,966-68.6% | $4,695-80.1% | $2,342-60.2% |
| Participant deferral / active EE | $2,916 | $5,051-42.3% | $6,247-53.3% | $3,332-12.5% |
| Admin fee / account holder | $655 | $5,420-87.9% | $9,243-92.9% | $4,645-85.9% |