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 | $17,137 | $96,484-82.2% | $75,886-77.4% | $152,861-88.8% |
| Participation rate | 68.8% | 76.2%-7.4pp | 69.3%-0.5pp | 82.4%-13.7pp |
| Annual return | 23.85% | 33.98%-10.1pp | 30.76%-6.9pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,090 | $3,309-67.1% | $2,500-56.4% | $4,762-77.1% |
| Participant deferral / active EE | $2,636 | $4,553-42.1% | $3,603-26.8% | $5,850-54.9% |
| Admin fee / account holder | $1,414 | $8,078-82.5% | $5,418-73.9% | $11,596-87.8% |