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 | $24,129 | $48,795-50.6% | $65,493-63.2% | $84,808-71.5% |
| Participation rate | 60.6% | 67.0%-6.4pp | 73.1%-12.5pp | 68.3%-7.7pp |
| Annual return | 11.95% | 20.20%-8.2pp | 982.45%-970.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,319 | $1,930-31.6% | $2,574-48.7% | $2,631-49.9% |
| Participant deferral / active EE | $1,544 | $2,928-47.3% | $3,961-61.0% | $4,212-63.3% |
| Admin fee / account holder | $4,052 | $3,877+4.5% | $5,028-19.4% | $7,344-44.8% |