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 | $26,635 | $54,705-51.3% | $71,209-62.6% | $84,808-68.6% |
| Participation rate | 17.6% | 64.1%-46.4pp | 73.8%-56.1pp | 68.3%-50.7pp |
| Annual return | 16.07% | 35.90%-19.8pp | 282.51%-266.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $608 | $2,158-71.8% | $2,721-77.7% | $2,631-76.9% |
| Participant deferral / active EE | $745 | $3,030-75.4% | $4,175-82.2% | $4,212-82.3% |
| Admin fee / account holder | $660 | $4,863-86.4% | $5,349-87.7% | $7,344-91.0% |