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 | $24,614 | $49,915-50.7% | $154,803-84.1% | $74,304-66.9% |
| Participation rate | 57.3% | 54.0%+3.4pp | 78.1%-20.7pp | 60.3%-3.0pp |
| Annual return | 19.18% | 34.06%-14.9pp | 58.88%-39.7pp | 29.43%-10.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,445 | $2,255-35.9% | $5,540-73.9% | $3,767-61.7% |
| Admin fee / account holder | $1,204 | $2,189-45.0% | $14,329-91.6% | $2,969-59.4% |